Retirement plan

SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN

Name: SUN-MAID GROWERS OF CALIFORNIA - SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN (2020) Form 5500
Creator: SUN-MAID GROWERS OF CALIFORNIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN, SUN-MAID GROWERS OF CALIFORNIA

SUN-MAID GROWERS OF CALIFORNIAEIN 94-0908760Plan #004PY 2020

6795 N. PALM, 2ND FLOOR - FRESNO, CA 93711559-896-8000LinkedIn1-10 employeeswarehousing

Other plans on this EIN

3 filings

#007Retirement-$24.5M assets #003Retirement-$20.8M assets #006Retirement-$250K assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed June 1, 2018

Plan administrator

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13525 South Bethel Avenue

Kingsburg State: CA Zip Code: 93631

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Plans declared (1)

Plan name not on file1 emp

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Total assets (EOY)

$29.5M

+17.5% from 2019

Total participants

204

-1.9% from 2019

Average account balance

$144,787

+19.8% from 2019

Annual return

17.17%

-0.81 pp from 2019

Benchmarks

See 2,270 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,270 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$53.95M

Not enough data

1 years with asset history on file

Average account balance

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

$180K

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.

300

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.

77.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.43M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$273

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
PRUDENTIAL RETIREMENT INSURANCE AND6+ years Filed as: PRUDENTIAL INSURANCE COMPANY Service code 52 · EIN 22-1211670	Indirect Investment Fees	$25,126
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 71 · EIN 34-1542819	Brokerage Fees	$24,902

Plan features & details

Pension benefit codes2E2G2J3F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$25K

$165 / participant

Other / not subdivided$25K100.0%

% of EOY assets

0.085%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MOSS ADAMS LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$144,787

$81,494+77.7%

$133,978+8.1%

$73,497+97.0%

Participation rate

100.0%

76.4%+23.6pp

79.8%+20.2pp

70.7%+29.3pp

Annual return

17.17%

19.40%-2.2pp

45.10%-27.9pp

28.51%-11.3pp

Employer contribution / active EE

$2,210-100.0%

$3,919-100.0%

$2,270-100.0%

Participant deferral / active EE

$7,099

$3,787+87.4%

$5,047+40.6%

$3,740+89.8%

Admin fee / account holder

$123

$713-82.8%

$8,930-98.6%

$513-76.0%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND6+ years

Filed as: PRUDENTIAL INSURANCE COMPANY

Service code 52 · EIN 22-1211670

Indirect Investment Fees

$25,126

WELLS FARGO BANK, N.A.6+ years

Filed as: WELLS FARGO ADVISORS

Service code 71 · EIN 34-1542819

Brokerage Fees

$24,902

SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS 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

SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS 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