Retirement plan

PEORIA GARDENS, INC, PROFIT SHARING PLAN

Name: PEORIA GARDENS, INC. - PEORIA GARDENS, INC, PROFIT SHARING PLAN (2016) Form 5500
Creator: PEORIA GARDENS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEORIA GARDENS, INC, PROFIT SHARING PLAN, PEORIA GARDENS, INC.

PEORIA GARDENS, INC.EIN 93-1193226Plan #001PY 2016

32355 PEORIA ROAD - ALBANY, OR 97321541-753-8519peoriagardens.comLinkedIn1-10 employeesenvironmental services

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.7M

+5.1% from 2015

Total participants

-12.5% from 2015

Average account balance

$223,601

+20.1% from 2015

Annual return

6.36%

+6.09 pp from 2015

Benchmarks

See 4,837 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,837 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.84M

Not enough data

1 years with asset history on file

Average account balance

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

$113K

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.

130.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$188K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$201K

$9558 / participant

Other / not subdivided$201K100.0%

% of EOY assets

4.275%

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

$223,601

$136,307+64.0%

$106,619+109.7%

$273,972-18.4%

Participation rate

100.0%

84.8%+15.2pp

78.0%+22.0pp

83.0%+17.0pp

Annual return

6.36%

11.05%-4.7pp

9.42%-3.1pp

41.46%-35.1pp

Employer contribution / active EE

$4,660

$5,190-10.2%

$3,947+18.1%

$4,869-4.3%

Participant deferral / active EE

$2,171

$4,969-56.3%

$3,930-44.8%

$5,287-58.9%

Admin fee / account holder

$9,558

$8,625+10.8%

$6,418+48.9%

$10,133-5.7%

PEORIA GARDENS, INC, PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEORIA GARDENS, INC, PROFIT SHARING 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