Retirement plan

EARL BROWN & SONS, INC. FARM WORKERS 401K PROFIT SHARING PLAN

Name: EARL BROWN & SONS, INC. - EARL BROWN & SONS, INC. FARM WORKERS 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: EARL BROWN & SONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EARL BROWN & SONS, INC. FARM WORKERS 401K PROFIT SHARING PLAN, EARL BROWN & SONS, INC.

EARL BROWN & SONS, INC.EIN 93-0693881Plan #002PY 2016

PO BOX 249 - MILTONFREEWATER, OR 97862541-938-6645

Other plans on this EIN

1 filing

#001Retirement-$2.2M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$338K

-68.8% from 2015

Total participants

-79.7% from 2015

Average account balance

$28,149

-58.5% from 2015

Annual return

6.03%

+7.84 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

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2G2J3D

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.
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

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

$918K

$15826 / participant

Other / not subdivided$918K100.0%

% of EOY assets

271.741%

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

$28,149

$51,708-45.6%

$106,619-73.6%

$62,881-55.2%

Participation rate

100.0%

66.9%+33.1pp

78.0%+22.0pp

69.3%+30.7pp

Annual return

6.03%

4.69%+1.3pp

9.42%-3.4pp

20.14%-14.1pp

Employer contribution / active EE

$459

$1,764-74.0%

$3,947-88.4%

$2,281-79.9%

Participant deferral / active EE

$1,370

$2,315-40.8%

$3,930-65.1%

$3,203-57.2%

Admin fee / account holder

$76,491

$3,349+2184.1%

$6,418+1091.8%

$4,296+1680.6%

EARL BROWN & SONS, INC. FARM WORKERS 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EARL BROWN & SONS, INC. FARM WORKERS 401K 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