Retirement plan

THE L&B REFORESTATION INC RETIREMENT PLAN

Name: L&B REFORESTATION INC - THE L&B REFORESTATION INC RETIREMENT PLAN (2017) Form 5500
Creator: L&B REFORESTATION INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE L&B REFORESTATION INC RETIREMENT PLAN, L&B REFORESTATION INC

L&B REFORESTATION INCEIN 93-1100186Plan #002PY 2017

PO BOX 1599 - PHILOMATH, OR 97370541-929-2840

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.4M

+15.1% from 2016

Total participants

+13.8% from 2016

Average account balance

$21,794

+1.1% from 2016

Annual return

7.28%

-0.40 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

$3.04M

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.

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.

203.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+15.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$594

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 codes2E2J3H

Plan features

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$13K

$423 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.883%

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

$21,794

$57,828-62.3%

$117,039-81.4%

$70,126-68.9%

Participation rate

100.0%

67.1%+32.9pp

77.2%+22.8pp

69.5%+30.5pp

Annual return

7.28%

17.55%-10.3pp

18.95%-11.7pp

73.15%-65.9pp

Employer contribution / active EE

$2,127

$1,816+17.1%

$3,785-43.8%

$2,343-9.2%

Participant deferral / active EE

$1,213

$2,438-50.3%

$3,929-69.1%

$3,332-63.6%

Admin fee / account holder

$192

$3,548-94.6%

$5,974-96.8%

$4,645-95.9%

THE L&B REFORESTATION INC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE L&B REFORESTATION 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