Retirement plan

GLORYBEE NATURAL SWEETNERS, INC. 401(K) PLAN

Name: GLORYBEE NATURAL SWEETNERS, INC. - GLORYBEE NATURAL SWEETNERS, INC. 401(K) PLAN (2019) Form 5500
Creator: GLORYBEE NATURAL SWEETNERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GLORYBEE NATURAL SWEETNERS, INC. 401(K) PLAN, GLORYBEE NATURAL SWEETNERS, INC.

GLORYBEE NATURAL SWEETNERS, INC.EIN 93-0810788Plan #003PY 2019

120 N SENECA ROAD - EUGENE, OR 97402541-689-0913LinkedIn11-50 employees

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$5.2M

+28.7% from 2018

Total participants

185

+10.1% from 2018

Average account balance

$34,081

-0.7% from 2018

Annual return

22.56%

+22.56 pp from 2018

Benchmarks

See 966 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort966 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.48M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

108

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.

83.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$354K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$338

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY1 year Service code 64 · EIN 71-0294708	Recordkeeping Fees	$16,586
CAMBRIDGE INVESTMENT RESEARCH1 year Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 99	Other Fees	$13,313
CAMBRIDGE INVESTMENT RESEARCH1 year Filed as: CIRA (CAMBRIDGE INVESTMENT RESEARCH Service code 99 · EIN 42-1445429	Other Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$17K

$137 / participant

Other / not subdivided$17K100.0%

% of EOY assets

0.318%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,081

$50,666-32.7%

$76,657-55.5%

$65,185-47.7%

Participation rate

73.6%

68.8%+4.7pp

72.1%+1.5pp

70.2%+3.4pp

Annual return

22.56%

28.51%-6.0pp

1166.74%-1144.2pp

29.38%-6.8pp

Employer contribution / active EE

$1,658

$1,575+5.3%

$2,303-28.0%

$2,177-23.8%

Participant deferral / active EE

$3,390

$2,647+28.1%

$3,335+1.6%

$3,514-3.5%

Admin fee / account holder

$108

$463-76.6%

$6,423-98.3%

$847-87.2%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY1 year

Service code 64 · EIN 71-0294708

Recordkeeping Fees

$16,586

CAMBRIDGE INVESTMENT RESEARCH1 year

Filed as: CAMBRIDGE INVESTMENT RESEARCH INC.

Service code 99

Other Fees

$13,313

CAMBRIDGE INVESTMENT RESEARCH1 year

Filed as: CIRA (CAMBRIDGE INVESTMENT RESEARCH

Service code 99 · EIN 42-1445429

Other Fees

GLORYBEE NATURAL SWEETNERS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GLORYBEE NATURAL SWEETNERS, INC. 401(K) 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