Retirement plan

JACI CARROLL STAFFING 401(K) PLAN

Name: JACI CARROLL STAFFING - JACI CARROLL STAFFING 401(K) PLAN (2017) Form 5500
Creator: JACI CARROLL STAFFING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACI CARROLL STAFFING 401(K) PLAN, JACI CARROLL STAFFING

JACI CARROLL STAFFINGEIN 06-1065435Plan #001PY 2017

751 STRAITS TURNPIKE STE 1000 - MIDDLEBURY, CT 06762203-574-4838jacicarroll.comLinkedIn11-50 employeesstaffing and recruiting

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$298K

+24.6% from 2016

Total participants

-8.3% from 2016

Average account balance

$49,613

+24.6% from 2016

Annual return

21.79%

+15.06 pp from 2016

Benchmarks

See 11,957 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,957 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$587K

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

15.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$104K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$962

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

+18.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$306

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 codes2E2F2G2J2T3D

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).
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$120

$12 / participant

Other / not subdivided$120100.0%

% of EOY assets

0.040%

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

$49,613

$101,063-50.9%

$81,473-39.1%

$147,586-66.4%

Participation rate

50.0%

74.5%-24.5pp

68.0%-18.0pp

82.8%-32.8pp

Annual return

21.79%

32.41%-10.6pp

38.78%-17.0pp

578.59%-556.8pp

Employer contribution / active EE

$3,206-100.0%

$2,568-100.0%

$4,876-100.0%

Participant deferral / active EE

$676

$4,242-84.1%

$3,537-80.9%

$5,439-87.6%

Admin fee / account holder

$20

$5,812-99.7%

$4,561-99.6%

$10,886-99.8%

JACI CARROLL STAFFING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JACI CARROLL STAFFING 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