Retirement plan

SUTTER BASIN GROWERS COOPERATIVE 401(K) PLAN

Name: SUTTER BASIN GROWERS COOPERATIVE - SUTTER BASIN GROWERS COOPERATIVE 401(K) PLAN (2022) 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 2022

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

-2.7% from 2021

Total participants

0.0% from 2021

Average account balance

$212,165

-2.7% from 2021

Annual return

-7.04%

-38.71 pp from 2021

Benchmarks

See 6,309 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,309 peers

Snapshot2022

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

$14K

$1440 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.522%

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

$212,165

$129,960+63.3%

$104,299+103.4%

$134,545+57.7%

Participation rate

100.0%

79.5%+20.5pp

73.3%+26.7pp

81.2%+18.8pp

Annual return

-7.04%

42.06%-49.1pp

24.62%-31.7pp

418.37%-425.4pp

Employer contribution / active EE

$8,604

$4,186+105.5%

$3,373+155.1%

$4,742+81.5%

Participant deferral / active EE

$5,200

$5,589-7.0%

$4,626+12.4%

$6,401-18.8%

Admin fee / account holder

$1,108

$9,324-88.1%

$7,339-84.9%

$11,431-90.3%

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