Retirement plan

TC JEEP 401(K) PLAN

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

TC JEEP, INC.EIN 11-2606761Plan #001PY 2017

3156 HEMPSTEAD TURNPIKE - LEVITTOWN, NY 11756516-796-5500LinkedIn51-200 employeesretail

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$3.7M

+24.9% from 2016

Total participants

136

+49.5% from 2016

Average account balance

$68,126

+11.3% from 2016

Annual return

17.56%

+8.34 pp from 2016

Benchmarks

See 2,319 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,319 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.61M

Not enough data

1 years with asset history on file

Average account balance

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

$195K

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.

37.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$280K

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

+23.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$42936

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 codes2E2J2F2G3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$5K

$43 / participant

Contract admin$5K100.0%

% of EOY assets

0.130%

all-in expense ratio

Categories reported

1 / 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: FARBER, BLICHT, EYERMAN & HERZOG, L
Auditor EIN: 112424454
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$68,126

$51,466+32.4%

$78,778-13.5%

$62,293+9.4%

Participation rate

28.3%

59.8%-31.5pp

69.2%-40.9pp

69.5%-41.2pp

Annual return

17.56%

19.96%-2.4pp

35.62%-18.1pp

28.90%-11.3pp

Employer contribution / active EE

$827-100.0%

$1,986-100.0%

$2,042-100.0%

Participant deferral / active EE

$2,009

$2,147-6.4%

$2,958-32.1%

$3,169-36.6%

Admin fee / account holder

$88

$489-81.9%

$5,134-98.3%

$479-81.6%

TC JEEP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TC JEEP 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