Retirement plan

DELANO GROWERS GRAPE PRODUCTS 401(K) PLAN

Name: DELANO GROWERS GRAPE PRODUCTS - DELANO GROWERS GRAPE PRODUCTS 401(K) PLAN (2018) Form 5500
Creator: DELANO GROWERS GRAPE PRODUCTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELANO GROWERS GRAPE PRODUCTS 401(K) PLAN, DELANO GROWERS GRAPE PRODUCTS

DELANO GROWERS GRAPE PRODUCTSEIN 95-0675553Plan #004PY 2018

32351 BASSETT AVENUE - DELANO, CA 93215661-725-3255delanogrowersgrapeproducts.comLinkedIn1-10 employeesfood & beverages

Other plans on this EIN

1 filing

#003Retirement-$1.4M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

-9.5% from 2017

Total participants

+8.9% from 2017

Average account balance

$30,611

-21.8% from 2017

Annual return

-5.50%

-19.13 pp from 2017

Benchmarks

See 1,775 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,775 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.60M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

73.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$231K

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

+10.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7939

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 codes2E2G2J2T3D

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.
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

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

$265K

$5405 / participant

Other / not subdivided$265K100.0%

% of EOY assets

19.663%

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

$30,611

$52,836-42.1%

$105,736-71.0%

$64,173-52.3%

Participation rate

89.8%

66.5%+23.3pp

76.3%+13.5pp

69.6%+20.2pp

Annual return

-5.50%

14.30%-19.8pp

6.27%-11.8pp

7.63%-13.1pp

Employer contribution / active EE

$1,962

$1,827+7.4%

$3,268-40.0%

$2,381-17.6%

Participant deferral / active EE

$1,892

$2,545-25.7%

$4,080-53.6%

$3,470-45.5%

Admin fee / account holder

$6,019

$3,959+52.1%

$6,913-12.9%

$4,887+23.2%

DELANO GROWERS GRAPE PRODUCTS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DELANO GROWERS GRAPE PRODUCTS 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