Retirement plan

HAZELNUT MARKETING BOARD 401K PLAN

Name: HAZELNUT MARKETING BOARD - HAZELNUT MARKETING BOARD 401K PLAN (2021) Form 5500
Creator: HAZELNUT MARKETING BOARD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAZELNUT MARKETING BOARD 401K PLAN, HAZELNUT MARKETING BOARD

HAZELNUT MARKETING BOARDEIN 93-0386826Plan #002PY 2021

29100 SW TOWN CENTER LP W STE 200 - WILSONVILLE, OR 97070503-582-8420oregonhazelnuts.orgLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$319K

+24.5% from 2020

Total participants

+66.7% from 2020

Average account balance

$31,884

-25.3% from 2020

Annual return

20.10%

+20.11 pp from 2020

Benchmarks

See 5,803 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,803 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$260K

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

350.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$65K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+11.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$463

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$11K

$1076 / participant

Other / not subdivided$11K100.0%

% of EOY assets

3.376%

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

$31,884

$155,840-79.5%

$124,694-74.4%

$167,553-81.0%

Participation rate

100.0%

81.1%+18.9pp

74.6%+25.4pp

82.1%+17.9pp

Annual return

20.10%

17.98%+2.1pp

5144.82%-5124.7pp

478.89%-458.8pp

Employer contribution / active EE

$1,930

$4,165-53.7%

$3,325-41.9%

$4,840-60.1%

Participant deferral / active EE

$5,675-100.0%

$4,615-100.0%

$6,343-100.0%

Admin fee / account holder

$1,076

$9,536-88.7%

$7,495-85.6%

$12,316-91.3%

HAZELNUT MARKETING BOARD 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAZELNUT MARKETING BOARD 401K 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