Retirement plan

MOSIER CREEK ORCHARDS PROFIT SHARING PLAN

Name: MOSIER CREEK ORCHARDS - MOSIER CREEK ORCHARDS PROFIT SHARING PLAN (2019) Form 5500
Creator: MOSIER CREEK ORCHARDS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOSIER CREEK ORCHARDS PROFIT SHARING PLAN, MOSIER CREEK ORCHARDS

MOSIER CREEK ORCHARDSEIN 93-0604395Plan #001PY 2019

1020 MOSIER CREEK ROAD - MOSIER, OR 970409725541-478-3409

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$169K

+10.3% from 2018

Total participants

0.0% from 2018

Average account balance

$42,184

+10.3% from 2018

Annual return

4.78%

+5.75 pp from 2018

Benchmarks

See 5,379 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,379 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$268K

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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

$9K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+5.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3453

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 codes2E2F2G2R2T3B3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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.

Expense breakdown

Schedule H Part II

Admin total

$10K

$3196 / participant

Other / not subdivided$10K100.0%

% of EOY assets

5.682%

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

$42,184

$142,426-70.4%

$115,167-63.4%

$152,909-72.4%

Participation rate

100.0%

82.4%+17.6pp

75.9%+24.1pp

82.5%+17.5pp

Annual return

4.78%

41.48%-36.7pp

35.60%-30.8pp

345.46%-340.7pp

Employer contribution / active EE

$5,981

$4,011+49.1%

$3,179+88.1%

$4,764+25.6%

Participant deferral / active EE

$5,165-100.0%

$4,169-100.0%

$5,851-100.0%

Admin fee / account holder

$2,397

$8,464-71.7%

$7,089-66.2%

$11,601-79.3%

MOSIER CREEK ORCHARDS PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOSIER CREEK ORCHARDS 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