Retirement plan

JAMES G. GRANT CO. , INC. 401(K) RETIREMENT PLAN

Name: JAMES G. GRANT CO., INC. - JAMES G. GRANT CO. , INC. 401(K) RETIREMENT PLAN (2016) Form 5500
Creator: JAMES G. GRANT CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAMES G. GRANT CO. , INC. 401(K) RETIREMENT PLAN, JAMES G. GRANT CO., INC.

JAMES G. GRANT CO., INC.EIN 04-2279245Plan #001PY 2016

28 WOLCOTT STREET - READVILLE, MA 02136617-361-2716jamesggrantco.comLinkedIn51-200 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$601K

No prior year

Total participants

No prior year

Average account balance

$20,711

No prior year

Annual return

7.81%

No prior year

Benchmarks

See 13,704 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort13,704 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.37M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

93.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$279K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+10.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13648

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 codes2E2F2H2J3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$100 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.531%

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

$20,711

$56,894-63.6%

$84,753-75.6%

$62,881-67.1%

Participation rate

50.0%

68.5%-18.5pp

76.6%-26.6pp

69.3%-19.3pp

Annual return

7.81%

6.30%+1.5pp

22.78%-15.0pp

20.14%-12.3pp

Employer contribution / active EE

$1,117

$2,400-53.4%

$3,574-68.7%

$2,281-51.0%

Participant deferral / active EE

$2,097

$2,709-22.6%

$3,712-43.5%

$3,203-34.5%

Admin fee / account holder

$110

$3,581-96.9%

$5,333-97.9%

$4,296-97.4%

JAMES G. GRANT CO. , INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAMES G. GRANT CO. , INC. 401(K) RETIREMENT 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