Retirement plan

MEYER ORCHARD MANAGEMENT, INC. 401(K) PLAN

Name: MEYER ORCHARD MANAGEMENT, INC. - MEYER ORCHARD MANAGEMENT, INC. 401(K) PLAN (2020) Form 5500
Creator: MEYER ORCHARD MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MEYER ORCHARD MANAGEMENT, INC. 401(K) PLAN, MEYER ORCHARD MANAGEMENT, INC.

MEYER ORCHARD MANAGEMENT, INC.EIN 91-1562835Plan #002PY 2020

PO BOX 2171 - WENATCHEE, WA 988072171509-670-7811

Other plans on this EIN

1 filing

#001Retirement-$605K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$400K

+29.1% from 2019

Total participants

0.0% from 2019

Average account balance

$200,126

+29.1% from 2019

Annual return

22.91%

-1.07 pp from 2019

Benchmarks

See 5,433 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,433 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$562K

Not enough data

1 years with asset history on file

Average account balance

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

$562K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$35K

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

+3.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3216

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 codes2G2J

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all 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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$2K

$1047 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.523%

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

$200,126

$149,741+33.6%

$118,914+68.3%

$158,982+25.9%

Participation rate

100.0%

82.1%+17.9pp

75.4%+24.6pp

82.0%+18.0pp

Annual return

22.91%

19.94%+3.0pp

35.89%-13.0pp

302.99%-280.1pp

Employer contribution / active EE

$4,800

$4,119+16.5%

$3,264+47.0%

$4,763+0.8%

Participant deferral / active EE

$4,800

$5,226-8.1%

$4,266+12.5%

$5,983-19.8%

Admin fee / account holder

$1,047

$8,607-87.8%

$6,582-84.1%

$11,252-90.7%

MEYER ORCHARD MANAGEMENT, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MEYER ORCHARD MANAGEMENT, INC. 401(K) 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