Retirement plan

SUTTER BASIN GROWERS COOPERATIVE 401(K) PLAN

Name: SUTTER BASIN GROWERS COOPERATIVE - SUTTER BASIN GROWERS COOPERATIVE 401(K) PLAN (2021) Form 5500
Creator: SUTTER BASIN GROWERS COOPERATIVE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUTTER BASIN GROWERS COOPERATIVE 401(K) PLAN, SUTTER BASIN GROWERS COOPERATIVE

SUTTER BASIN GROWERS COOPERATIVEEIN 94-1007100Plan #003PY 2021

P.O. BOX 355 - KNIGHTS LANDING, CA 95645530-735-6295LinkedIn1-10 employeeswarehousing

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.8M

+36.9% from 2020

Total participants

-7.1% from 2020

Average account balance

$217,991

+47.4% from 2020

Annual return

31.67%

+24.22 pp from 2020

Benchmarks

See 5,805 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,805 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.37M

Not enough data

1 years with asset history on file

Average account balance

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

$306K

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.

31.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$155K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11819

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 codes2E2J2G3D

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$31K

$2391 / participant

Other / not subdivided$31K100.0%

% of EOY assets

1.097%

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

$217,991

$155,811+39.9%

$124,683+74.8%

$167,497+30.1%

Participation rate

100.0%

81.1%+18.9pp

74.6%+25.4pp

82.1%+17.9pp

Annual return

31.67%

17.97%+13.7pp

5143.56%-5111.9pp

478.62%-446.9pp

Employer contribution / active EE

$6,961

$4,164+67.2%

$3,324+109.4%

$4,838+43.9%

Participant deferral / active EE

$3,700

$5,674-34.8%

$4,615-19.8%

$6,341-41.7%

Admin fee / account holder

$2,391

$9,532-74.9%

$7,493-68.1%

$12,310-80.6%

SUTTER BASIN GROWERS COOPERATIVE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUTTER BASIN GROWERS COOPERATIVE 401(K) 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