Retirement plan

CHAMBERLIN AGRICULTURE, INC. PROFIT SHARING PLAN

Name: CHAMBERLIN AGRICULTURE, INC. - CHAMBERLIN AGRICULTURE, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: CHAMBERLIN AGRICULTURE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAMBERLIN AGRICULTURE, INC. PROFIT SHARING PLAN, CHAMBERLIN AGRICULTURE, INC.

CHAMBERLIN AGRICULTURE, INC.EIN 91-0679979Plan #001PY 2018

P.O. BOX 2155 - WENATCHEE, WA 98807509-663-7151

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$10.6M

-13.3% from 2017

Total participants

+7.0% from 2017

Average account balance

$174,030

-19.0% from 2017

Annual return

-9.41%

-21.65 pp from 2017

Benchmarks

See 9,277 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,277 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$16.54M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$271K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

141.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$548K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.51%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$15477

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D2H2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1.4M

$28187 / participant

Other / not subdivided$1M100.0%

% of EOY assets

13.541%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$174,030

$72,404+140.4%

$110,243+57.9%

$64,173+171.2%

Participation rate

100.0%

73.3%+26.7pp

79.8%+20.2pp

69.6%+30.4pp

Annual return

-9.41%

-6.29%-3.1pp

314.76%-324.2pp

7.63%-17.0pp

Employer contribution / active EE

$12,960

$2,282+468.0%

$3,827+238.7%

$2,381+444.3%

Participant deferral / active EE

$4,109

$3,469+18.4%

$4,672-12.1%

$3,470+18.4%

Admin fee / account holder

$23,566

$5,664+316.0%

$8,548+175.7%

$4,887+382.2%

CHAMBERLIN AGRICULTURE, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHAMBERLIN AGRICULTURE, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion