Retirement plan

FESSLER NURSERY 401(K) PROFIT SHARING PLAN

Name: FESSLER NURSERY - FESSLER NURSERY 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: FESSLER NURSERY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FESSLER NURSERY 401(K) PROFIT SHARING PLAN, FESSLER NURSERY

FESSLER NURSERYEIN 93-0775981Plan #001PY 2018

12668 MONITOR MCKEE ROAD NE - WOODBURN, OR 97071503-634-2448fesslernursery.comLinkedIn51-200 employeesfarming

Prospect flagsHigh feesLow participationLow participant contribution

How to read this page

Total assets (EOY)

$1.7M

+7.0% from 2017

Total participants

+2.4% from 2017

Average account balance

$57,440

+10.7% from 2017

Annual return

7.12%

-4.04 pp from 2017

Benchmarks

See 1,775 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,775 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.95M

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

141.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$142K

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

+5.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2053

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 codes2E2F2G2J2T3D

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.
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.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$48K

$1540 / participant

Other / not subdivided$48K100.0%

% of EOY assets

2.865%

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

$57,440

$52,836+8.7%

$105,736-45.7%

$64,173-10.5%

Participation rate

58.1%

66.5%-8.5pp

76.3%-18.3pp

69.6%-11.5pp

Annual return

7.12%

14.30%-7.2pp

6.27%+0.9pp

7.63%-0.5pp

Employer contribution / active EE

$557

$1,827-69.5%

$3,268-83.0%

$2,381-76.6%

Participant deferral / active EE

$929

$2,545-63.5%

$4,080-77.2%

$3,470-73.2%

Admin fee / account holder

$1,646

$3,959-58.4%

$6,913-76.2%

$4,887-66.3%

FESSLER NURSERY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FESSLER NURSERY 401(K) 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