Retirement plan

SUNNYLAND BULGUR WHEAT, INC. 401(K) PROFIT SHARING PALN

Name: SUNNYLAND BULGUR WHEAT, INC. - SUNNYLAND BULGUR WHEAT, INC. 401(K) PROFIT SHARING PALN (2016) Form 5500
Creator: SUNNYLAND BULGUR WHEAT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUNNYLAND BULGUR WHEAT, INC. 401(K) PROFIT SHARING PALN, SUNNYLAND BULGUR WHEAT, INC.

SUNNYLAND BULGUR WHEAT, INC.EIN 94-1694708Plan #001PY 2016

4469 E. ANNADALE - FRESNO, CA 937252221559-233-4983sunnylandmills.comLinkedIn51-200 employeesfood production

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

No prior year

Total participants

No prior year

Average account balance

$99,046

No prior year

Annual return

6.36%

No prior year

Benchmarks

See 3,036 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,036 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.71M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+10.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1752

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$31K

$2189 / participant

Other / not subdivided$31K100.0%

% of EOY assets

1.820%

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

$99,046

$96,956+2.2%

$69,779+41.9%

$273,972-63.8%

Participation rate

100.0%

77.1%+22.9pp

71.8%+28.2pp

83.0%+17.0pp

Annual return

6.36%

12.93%-6.6pp

12.99%-6.6pp

41.46%-35.1pp

Employer contribution / active EE

$5,714

$3,316+72.3%

$2,338+144.4%

$4,869+17.4%

Participant deferral / active EE

$3,524

$3,744-5.9%

$2,931+20.3%

$5,287-33.3%

Admin fee / account holder

$1,803

$7,934-77.3%

$4,381-58.8%

$10,133-82.2%

SUNNYLAND BULGUR WHEAT, INC. 401(K) PROFIT SHARING PALN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUNNYLAND BULGUR WHEAT, INC. 401(K) PROFIT SHARING PALN

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