Retirement plan

EWING IRRIGATION PRODUCTS, INC. PROFIT SHARING PLA

Name: EWING IRRIGATION PRODUCTS, INC. - EWING IRRIGATION PRODUCTS, INC. PROFIT SHARING PLA (2018) Form 5500
Creator: EWING IRRIGATION PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EWING IRRIGATION PRODUCTS, INC. PROFIT SHARING PLA, EWING IRRIGATION PRODUCTS, INC.

EWING IRRIGATION PRODUCTS, INC.EIN 94-1351799Plan #001PY 2018

3441 E HARBOUR DR. - PHOENIX, AZ 85034602-434-9530ewing1.comLinkedIn1001-5000 employeescomputer software

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed September 9, 2021

Plan administrator

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3441 EAST HARBOUR DRIVE

PHOENIX, AZ 85034

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Plans declared (1)

EWING IRRIGATION & LANDSCAPE SUPPLY, INC. COMPANY VALUE APPRECIATION PLAN5 emp

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Total assets (EOY)

$75M

+15.1% from 2017

Total participants

1,232

+6.8% from 2017

Average account balance

$70,113

+23.0% from 2017

Annual return

13.38%

+2.88 pp from 2017

Benchmarks

See 277 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants1,000-4,999

Cohort277 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$149.70M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

1,641

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11.18M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$43

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
MRA ASSOCIATES USA LLC1 year Service code 26 3200 E CAMELBACK RD #300 · PHOENIX, AZ 85018	Advisory (Participants)	$46,119
JOHN HANCOCK LIFE INSURANCE COMPANY2+ years Service code 15 · EIN 01-0233346	Recordkeeping	$8,927

Plan features & details

Pension benefit codes2E2H2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$240K

$228 / participant

Other / not subdivided$240K100.0%

% of EOY assets

0.320%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CLIFTONLARSENALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$70,113

$64,311+9.0%

$110,241-36.4%

$75,289-6.9%

Participation rate

84.5%

79.3%+5.2pp

79.8%+4.7pp

72.4%+12.1pp

Annual return

13.38%

-1.74%+15.1pp

314.75%-301.4pp

-0.04%+13.4pp

Employer contribution / active EE

$3,545

$2,404+47.5%

$3,827-7.4%

$2,405+47.4%

Participant deferral / active EE

$2,073

$3,892-46.7%

$4,672-55.6%

$3,739-44.6%

Admin fee / account holder

$224

$88+156.2%

$8,548-97.4%

$102+119.4%

Provider

Service type

Compensation

MRA ASSOCIATES USA LLC1 year

Service code 26

3200 E CAMELBACK RD #300 · PHOENIX, AZ 85018

Advisory (Participants)

$46,119

JOHN HANCOCK LIFE INSURANCE COMPANY2+ years

Service code 15 · EIN 01-0233346

Recordkeeping

$8,927

EWING IRRIGATION PRODUCTS, INC. PROFIT SHARING PLA

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

EWING IRRIGATION PRODUCTS, INC. PROFIT SHARING PLA

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