Retirement plan

WOODBURN NURSERY & AZALEAS, INC. RETIREMENT PLAN

Name: WOODBURN NURSERY & AZALEAS, INC. - WOODBURN NURSERY & AZALEAS, INC. RETIREMENT PLAN (2016) Form 5500
Creator: WOODBURN NURSERY & AZALEAS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WOODBURN NURSERY & AZALEAS, INC. RETIREMENT PLAN, WOODBURN NURSERY & AZALEAS, INC.

WOODBURN NURSERY & AZALEAS, INC.EIN 93-1074688Plan #002PY 2016

13009 MCKEE SCHOOL ROAD, NE - WOODBURN, OR 97071503-634-2231LinkedIn11-50 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$10.9M

+12.2% from 2015

Total participants

122

+2.5% from 2015

Average account balance

$89,078

+9.5% from 2015

Annual return

10.88%

+16.87 pp from 2015

Benchmarks

See 388 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants100-249

Cohort388 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.84M

Not enough data

1 years with asset history on file

Average account balance

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

$124K

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.

152

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.

99.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+10.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$422

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 codes2E2J2D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$24K

$217 / participant

Investment mgmt$24K100.0%

% of EOY assets

0.222%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GROVE MUELLER & SWANK PC
Auditor EIN: 930874157
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$89,078

$50,643+75.9%

$106,619-16.5%

$55,167+61.5%

Participation rate

100.0%

65.6%+34.4pp

78.0%+22.0pp

69.0%+31.0pp

Annual return

10.88%

7.02%+3.9pp

9.42%+1.5pp

169.23%-158.3pp

Employer contribution / active EE

$2,727

$1,626+67.8%

$3,947-30.9%

$1,963+39.0%

Participant deferral / active EE

$1,263

$2,208-42.8%

$3,930-67.9%

$3,054-58.6%

Admin fee / account holder

$198

$488-59.5%

$6,418-96.9%

$504-60.7%

WOODBURN NURSERY & AZALEAS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WOODBURN NURSERY & AZALEAS, INC. RETIREMENT 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