Retirement plan

BOBS RED MILL 401(K) RETIREMENT SAVINGS PLAN

Name: BOBS RED MILL NATURAL FOODS, INC. - BOBS RED MILL 401(K) RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: BOBS RED MILL NATURAL FOODS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOBS RED MILL 401(K) RETIREMENT SAVINGS PLAN, BOBS RED MILL NATURAL FOODS, INC.

BOBS RED MILL NATURAL FOODS, INC.EIN 93-1014460Plan #001PY 2015

13521 PHEASANT COURT - MILWAUKIE, OR 972221248503-654-3215LinkedIn201-500 employeesfood production

Other plans on this EIN

1 filing

#002Retirement-$54.2M assets

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed October 19, 2017 (most recent of 2 filings on file)

Plan administrator

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13521 SE Pheasant Court

Milwaukee State: OR Zip Code: 97222

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Plans declared (1)

Bob's Red Mill Natural Foods, Inc. Stock Appreciation Right Plan3 emp

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Total assets (EOY)

$11.8M

-17.0% from 2016

Total participants

374

-4.6% from 2016

Average account balance

$44,007

-10.8% from 2016

Annual return

-0.47%

-8.80 pp from 2016

Benchmarks

See 601 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort601 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$39.11M

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

758

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.

95.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.31M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$202

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290	Contract Administrator	$43,568
FINANCIAL TELESIS1+ years Filed as: FINANCIAL TELESIS (JHW) Service code 27 · EIN 68-0279977	Advisory (Plan)	$21,327
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 47-1411118	Advisory (Plan)	$7,304

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$44K

$119 / participant

Contract admin$44K100.0%

% of EOY assets

0.368%

all-in expense ratio

Categories reported

1 / 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: FELLNER & KUHN
Auditor EIN: 455284006
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$44,007

$48,277-8.8%

$63,244-30.4%

$55,191-20.3%

Participation rate

71.4%

69.4%+2.0pp

71.0%+0.3pp

69.2%+2.2pp

Annual return

-0.47%

2.37%-2.8pp

-70.31%+69.8pp

10.78%-11.3pp

Employer contribution / active EE

$1,628

$1,592+2.3%

$2,322-29.9%

$1,899-14.2%

Participant deferral / active EE

$2,898

$2,432+19.2%

$2,953-1.9%

$3,046-4.9%

Admin fee / account holder

$162

$86+88.4%

$5,893-97.3%

$91+78.4%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY1+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$43,568

FINANCIAL TELESIS1+ years

Filed as: FINANCIAL TELESIS (JHW)

Service code 27 · EIN 68-0279977

Advisory (Plan)

$21,327

GLOBAL RETIREMENT PARTNERS LLC1+ years

Service code 27 · EIN 47-1411118

Advisory (Plan)

$7,304

BOBS RED MILL 401(K) RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOBS RED MILL 401(K) RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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