Retirement plan

WOODBURN NURSERY & AZALEAS, INC. RETIREMENT PLAN

Name: WOODBURN NURSERY & AZALEAS, INC. - WOODBURN NURSERY & AZALEAS, INC. RETIREMENT PLAN (2017) 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 2017

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$13M

+19.5% from 2016

Total participants

139

+13.9% from 2016

Average account balance

$93,400

+4.9% from 2016

Annual return

16.96%

+6.08 pp from 2016

Benchmarks

See 411 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants100-249

Cohort411 peers

Snapshot2017

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

$27K

$214 / participant

Investment mgmt$27K100.0%

% of EOY assets

0.208%

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

$93,400

$54,368+71.8%

$117,039-20.2%

$62,293+49.9%

Participation rate

100.0%

64.9%+35.1pp

77.2%+22.8pp

69.5%+30.5pp

Annual return

16.96%

21.77%-4.8pp

18.95%-2.0pp

28.90%-11.9pp

Employer contribution / active EE

$2,447

$1,692+44.6%

$3,785-35.4%

$2,042+19.8%

Participant deferral / active EE

$1,238

$2,269-45.4%

$3,929-68.5%

$3,169-60.9%

Admin fee / account holder

$194

$493-60.6%

$5,974-96.7%

$479-59.5%

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