Retirement plan

FLYING FEATHER ORCHARDS, INC. RETIREMENT PLAN AND TRUST AGREEMENT

Name: FLYING FEATHER ORCHARDS, INC. - FLYING FEATHER ORCHARDS, INC. RETIREMENT PLAN AND TRUST AGREEMENT (2016) Form 5500
Creator: FLYING FEATHER ORCHARDS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FLYING FEATHER ORCHARDS, INC. RETIREMENT PLAN AND TRUST AGREEMENT, FLYING FEATHER ORCHARDS, INC.

FLYING FEATHER ORCHARDS, INC.EIN 93-0773270Plan #001PY 2016

14875 NE TANGEN RD - NEWBERG, OR 971326890503-858-7865LinkedIn1-10 employeesfarming

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

No prior year

Total participants

No prior year

Average account balance

$211,025

No prior year

Annual return

15.03%

No prior year

Benchmarks

See 4,837 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,837 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.80M

Not enough data

1 years with asset history on file

Average account balance

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

$150K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27K

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

+17.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3404

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 codes2H2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.

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

$872K

$145383 / participant

Other / not subdivided$872K100.0%

% of EOY assets

45.929%

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

$211,025

$136,307+54.8%

$106,619+97.9%

$273,972-23.0%

Participation rate

100.0%

84.8%+15.2pp

78.0%+22.0pp

83.0%+17.0pp

Annual return

15.03%

11.05%+4.0pp

9.42%+5.6pp

41.46%-26.4pp

Employer contribution / active EE

$6,044

$5,190+16.5%

$3,947+53.1%

$4,869+24.1%

Participant deferral / active EE

$2,005

$4,969-59.7%

$3,930-49.0%

$5,287-62.1%

Admin fee / account holder

$96,922

$8,625+1023.8%

$6,418+1410.1%

$10,133+856.5%

FLYING FEATHER ORCHARDS, INC. RETIREMENT PLAN AND TRUST AGREEMENT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FLYING FEATHER ORCHARDS, INC. RETIREMENT PLAN AND TRUST AGREEMENT

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