Retirement plan

KAUER FAMILY FARMS, LLC 401(K) PLAN

Name: KAUER FAMILY FARMS, LLC - KAUER FAMILY FARMS, LLC 401(K) PLAN (2017) Form 5500
Creator: KAUER FAMILY FARMS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KAUER FAMILY FARMS, LLC 401(K) PLAN, KAUER FAMILY FARMS, LLC

KAUER FAMILY FARMS, LLCEIN 93-0850668Plan #001PY 2017

7325 SE AMITY DAYTON HWY - AMITY, OR 971012004503-835-5462

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+35.0% from 2016

Total participants

+3.6% from 2016

Average account balance

$44,450

+30.4% from 2016

Annual return

16.22%

+4.33 pp from 2016

Benchmarks

See 1,712 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,712 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.25M

Not enough data

1 years with asset history on file

Average account balance

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

$141K

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.

82.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$404K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+11.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6369

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$52 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.105%

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

$44,450

$57,828-23.1%

$117,039-62.0%

$70,126-36.6%

Participation rate

100.0%

67.1%+32.9pp

77.2%+22.8pp

69.5%+30.5pp

Annual return

16.22%

17.55%-1.3pp

18.95%-2.7pp

73.15%-56.9pp

Employer contribution / active EE

$2,510

$1,816+38.2%

$3,785-33.7%

$2,343+7.2%

Participant deferral / active EE

$4,454

$2,438+82.7%

$3,929+13.3%

$3,332+33.7%

Admin fee / account holder

$47

$3,548-98.7%

$5,974-99.2%

$4,645-99.0%

KAUER FAMILY FARMS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KAUER FAMILY FARMS, LLC 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