Retirement plan

DEGOEDE BROTHERS SALARY SAVINGS PLAN

Name: DEGOEDE BROTHERS, LLC - DEGOEDE BROTHERS SALARY SAVINGS PLAN (2016) Form 5500
Creator: DEGOEDE BROTHERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEGOEDE BROTHERS SALARY SAVINGS PLAN, DEGOEDE BROTHERS, LLC

DEGOEDE BROTHERS, LLCEIN 91-1938457Plan #001PY 2016

7106 166TH AVE E - SUMNER, WA 98390800-527-5024

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$1.3M

+12.1% from 2015

Total participants

-7.1% from 2015

Average account balance

$63,871

+1.4% from 2015

Annual return

0.88%

+6.69 pp from 2015

Benchmarks

See 1,668 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,668 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.81M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

122.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$166K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+17.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1049

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$5K

$110 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.387%

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

$63,871

$51,708+23.5%

$106,619-40.1%

$62,881+1.6%

Participation rate

34.0%

66.9%-32.8pp

78.0%-44.0pp

69.3%-35.3pp

Annual return

0.88%

4.69%-3.8pp

9.42%-8.5pp

20.14%-19.3pp

Employer contribution / active EE

$749

$1,764-57.5%

$3,947-81.0%

$2,281-67.2%

Participant deferral / active EE

$2,114

$2,315-8.7%

$3,930-46.2%

$3,203-34.0%

Admin fee / account holder

$247

$3,349-92.6%

$6,418-96.2%

$4,296-94.3%

DEGOEDE BROTHERS SALARY SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEGOEDE BROTHERS SALARY SAVINGS 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