Retirement plan

ALAN JOEL COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN

Name: ALAN JOEL COMMUNICATIONS, INC. - ALAN JOEL COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: ALAN JOEL COMMUNICATIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALAN JOEL COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN, ALAN JOEL COMMUNICATIONS, INC.

ALAN JOEL COMMUNICATIONS, INC.EIN 11-3004641Plan #001PY 2016

110 CHESTNUT RIDGE ROAD - NO. 399 - MONTVALE, NJ 07645201-327-3832alanjoel.comLinkedIn11-50 employeestelecommunications

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+18.1% from 2015

Total participants

-3.8% from 2015

Average account balance

$45,566

+22.9% from 2015

Annual return

6.99%

+7.23 pp from 2015

Benchmarks

See 2,877 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,877 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.77M

Not enough data

1 years with asset history on file

Average account balance

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

$164K

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.

115.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$146K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4127

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 codes2J2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$49 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.107%

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

$45,566

$56,277-19.0%

$80,976-43.7%

$62,891-27.5%

Participation rate

100.0%

69.0%+31.0pp

75.8%+24.2pp

69.3%+30.7pp

Annual return

6.99%

22.12%-15.1pp

17.10%-10.1pp

20.14%-13.1pp

Employer contribution / active EE

$390

$1,943-79.9%

$3,714-89.5%

$2,281-82.9%

Participant deferral / active EE

$3,947

$4,195-5.9%

$5,696-30.7%

$3,203+23.2%

Admin fee / account holder

$49

$3,741-98.7%

$5,516-99.1%

$4,296-98.9%

ALAN JOEL COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALAN JOEL COMMUNICATIONS, INC. 401(K) PROFIT SHARING 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