Retirement plan

BOB'S RED MILL NATURAL FOODS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: BOB'S RED MILL NATURAL FOODS, INC. - BOB'S RED MILL NATURAL FOODS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2018) Form 5500
Creator: BOB'S RED MILL NATURAL FOODS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOB'S RED MILL NATURAL FOODS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, BOB'S RED MILL NATURAL FOODS, INC.

BOB'S RED MILL NATURAL FOODS, INC.EIN 93-1014460Plan #002PY 2018

13521 SE PHEASANT COURT - MILWAUKIE, OR 972224623503-654-3215LinkedIn201-500 employeesfood production

Other plans on this EIN

1 filing

#001Retirement-$16.7M assets

Prospect flagsHigh assets / participantLow participant contribution

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)

$146M

-22.7% from 2016

Total participants

444

-7.1% from 2016

Average account balance

$329,576

-16.8% from 2016

Annual return

20.02%

-36.11 pp from 2016

Benchmarks

See 705 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort705 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$314.92M

Not enough data

1 years with asset history on file

Average account balance

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

$473K

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.

666

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.

99.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.98M

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

+36.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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 codes2I2P2Q3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ALDRICH CPAS ADVISORS LLP
Auditor EIN: 930623286
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$329,576

$48,261+582.9%

$68,612+380.3%

$55,727+491.4%

Participation rate

99.7%

71.0%+28.7pp

72.2%+27.5pp

70.9%+28.9pp

Annual return

20.02%

-2.61%+22.6pp

-4.63%+24.7pp

244.94%-224.9pp

Employer contribution / active EE

$3,714

$1,742+113.1%

$2,625+41.5%

$2,078+78.7%

Participant deferral / active EE

$2,712-100.0%

$3,311-100.0%

$3,356-100.0%

Admin fee / account holder

$126-100.0%

$5,131-100.0%

$115-100.0%

BOB'S RED MILL NATURAL FOODS, INC. EMPLOYEE STOCK OWNERSHIP 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

BOB'S RED MILL NATURAL FOODS, INC. EMPLOYEE STOCK OWNERSHIP 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