Plans » Benchmarking Engine
Benchmarking Argonaut Food Partners, LLC Retirement Plan in Klamath Falls, OR against
ambivalent (1)
bad (5)
Argonaut Food Partners, LLC Retirement Plan in Klamath Falls, OR has the 10th-lowest average account balance ($3,387) of the 349 Oregon plans. That $3,387 compares to an average of $25,083 across those 349 plans.
Reaching the average of $25,083 would imply an extra $12,800,834 in total assets.
Note: average account balance = total assets ÷ total participants
Argonaut Food Partners, LLC Retirement Plan has these standings among those 349 peer plans:
Reaching the average of $25,083 would imply an extra $12,800,834 in total assets.
Note: average account balance = total assets ÷ total participants
Argonaut Food Partners, LLC Retirement Plan has these standings among those 349 peer plans:
- average account balance = $3,387 (10th-lowest)
- total assets = $1,998,292 (46th-least)
- total participants = 590 (24th-most)
- average account balance. Higher values are better. Average account balance equals total assets, in Line 1f(b) from Schedule H, divided by total participants, in Line 6f of Form 5500. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- in state. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
Argonaut Food Partners, LLC Retirement Plan in Klamath Falls, OR is in Oregon, its EIN is 461378854, its industry group is Restaurants and Other Eating Places, its plan administrator is John Ansay, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, provides for automatic enrollment, is a single-employer plan, its business code is 722513, has 500 to 999 total participants, is worse than the overall participant averages in each of average account balance, active-participant contributions per head, and employer contributions per active participant, and is higher than the overall administrative medians in each of contract administrator fees, investment advisory and management fees, total administrative expenses, and total administrative expense ratio.
Global References
Numeric values:
- value of interest in registered investment companies (e.g., mutual funds) ($2.00M)
- net assets (assets minus liabilities) ($2.00M)
- total assets ($1,998,292)
- total assets at beginning of plan year ($1,730,059)
- total contributions ($1,066,236)
- cash contributions from participants ($1,040,086)
- total income ($759,402)
- total expenses ($491,169)
- net income ($268,233)
- total administrative expenses ($29,349)
- cash contributions from employers ($26,150)
- value of funds held in insurance company general account (unallocated contracts) ($24,445)
- contract administrator fees ($21,259)
- investment advisory and management fees ($8,090)
- corrective distributions ($3,987)
- average account balance ($3,387)
- average employer+participant cash contribution per active participant ($2,563)
- average participant cash contribution per active participant ($2,500)
- net income per total participant ($454.60)
- average employer cash contribution per active participant ($62.90)
- total administrative expense per participant ($49.74)
- total noninterest-bearing cash ($0)
- receivables employer contributions ($0)
- receivables participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- participant loans ($0)
- value of interest in common/collective trusts ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- professional fees ($0)
- other administrative expenses ($0)
- asset transfers to the plan ($0)
- asset transfers from the plan ($0)
- earnings on investments (-$307,002)
- net earnings on investments (-$315,092)
- percentage of active participants (70.5%)
- growth in total assets during the plan year (15.5%)
- diversity of asset types (2.1%)
- total administrative expense ratio (1.469%)
- participant loans as a percentage of plan assets (0.00%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- yield on beginning-of-plan-year total assets (-18.21%)
- active participants (416)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (590)
- other retired or separated participants entitled to future benefits (165)
- retired or separated participants receiving benefits (9)
- total participants (590)
Global References