Retirement plan

NATIONAL RAISIN COMPANY 401(K) PLAN

Name: SUNSHINE RAISIN CORPORATION DBA NATIONAL RAISIN COMPANY - NATIONAL RAISIN COMPANY 401(K) PLAN (2021) Form 5500
Creator: SUNSHINE RAISIN CORPORATION DBA NATIONAL RAISIN COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL RAISIN COMPANY 401(K) PLAN, SUNSHINE RAISIN CORPORATION DBA NATIONAL RAISIN COMPANY

SUNSHINE RAISIN CORPORATION DBA NATIONAL RAISIN COMPANYEIN 94-1678581Plan #002PY 2021

P.O. BOX 219 - FOWLER, CA 93625559-834-5981

Other plans on this EIN

1 filing

#001Retirement-$5.8M assets

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$21.9M

+15.0% from 2020

Total participants

321

+18.9% from 2020

Average account balance

$68,395

-3.3% from 2020

Annual return

18.50%

+5.86 pp from 2020

Benchmarks

See 946 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort946 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 1 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY6+ years Service code 15 · EIN 01-0233346	Recordkeeping	$775

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$2K

$9 / participant

Investment mgmt$2K100.0%

% of EOY assets

0.009%

all-in expense ratio

Categories reported

1 / 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

$68,395

$59,584+14.8%

$86,615-21.0%

$79,391-13.9%

Participation rate

99.6%

67.7%+31.9pp

71.6%+27.9pp

70.7%+28.9pp

Annual return

18.50%

23.15%-4.7pp

63.51%-45.0pp

116.88%-98.4pp

Employer contribution / active EE

$1,755

$1,768-0.7%

$2,496-29.7%

$2,428-27.7%

Participant deferral / active EE

$1,937

$3,036-36.2%

$3,699-47.6%

$4,046-52.1%

Admin fee / account holder

$604-99.0%

$5,830-99.9%

$627-99.0%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY6+ years

Service code 15 · EIN 01-0233346

Recordkeeping

$775

NATIONAL RAISIN COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL RAISIN COMPANY 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