Retirement plan

EMPLOYEE P/S RET PLAN & TRUST OF FOSTER FARMS GROUP

Name: FOSTER POULTRY FARMS - EMPLOYEE P/S RET PLAN & TRUST OF FOSTER FARMS GROUP (2015) Form 5500
Creator: FOSTER POULTRY FARMS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE P/S RET PLAN & TRUST OF FOSTER FARMS GROUP, FOSTER POULTRY FARMS

FOSTER POULTRY FARMSdba ADMINISTRATIVE COMMITTEE OF EMPLOYEEEIN 94-2382364Plan #001PY 2015

PO BOX 457 - LIVINGSTON, CA 95334209-394-7901LinkedIn51-200 employeesfood production

Other plans on this EIN

1 filing

#003Retirement-$315.6M assets

Prospect flagsHigh cashFailed to transmit contributions

How to read this page

Total assets (EOY)

$312.1M

-5.2% from 2016

Total participants

14,400

+3.3% from 2016

Average account balance

$28,114

-11.1% from 2016

Annual return

1.69%

-5.25 pp from 2016

Benchmarks

See 908 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants>=10,000

Cohort908 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$456.05M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

11,074

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.

64.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29.51M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+16.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$67

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

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
ARNERICH MASSENA1+ years Service code 16 · EIN 93-1119723	Consulting	$48,750
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	$40,649
ATHERTON & ASSOCIATES LLP1+ years Filed as: ATHERTON & ASSOCIATES, LLP Service code 10 · EIN 94-1239084	Accounting	$32,000
ABS DIRECT, INC.1+ years Service code 15 · EIN 77-0409177	Recordkeeping	$5,904

Plan features & details

Pension benefit codes2E2G2J2K2T

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.
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.
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.

Opportunity flags

2 tripped

OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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

$128K

$10 / participant

Other / not subdivided$128K100.0%

% of EOY assets

0.041%

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: ATHERTON & ASSOCIATES, LLP
Auditor EIN: 941239084
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,114

$69,651-59.6%

$85,969-67.3%

$69,651-59.6%

Participation rate

73.6%

66.6%+7.1pp

76.5%-2.9pp

66.6%+7.1pp

Annual return

1.69%

53.77%-52.1pp

9.32%-7.6pp

53.77%-52.1pp

Employer contribution / active EE

$739

$2,241-67.0%

$3,474-78.7%

$2,241-67.0%

Participant deferral / active EE

$900

$3,635-75.2%

$3,829-76.5%

$3,635-75.2%

Admin fee / account holder

$12

$63-81.7%

$6,053-99.8%

$63-81.7%

Provider

Service type

Compensation

ARNERICH MASSENA1+ years

Service code 16 · EIN 93-1119723

Consulting

$48,750

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$40,649

ATHERTON & ASSOCIATES LLP1+ years

Filed as: ATHERTON & ASSOCIATES, LLP

Service code 10 · EIN 94-1239084

Accounting

$32,000

ABS DIRECT, INC.1+ years

Service code 15 · EIN 77-0409177

Recordkeeping

$5,904

EMPLOYEE P/S RET PLAN & TRUST OF FOSTER FARMS GROUP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE P/S RET PLAN & TRUST OF FOSTER FARMS GROUP

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