Retirement plan

JUDSON MANAGEMENT GROUP, INC 401K PROFIT SHARING PLAN

Name: JUDSON MANAGEMENT GROUP, INC. - JUDSON MANAGEMENT GROUP, INC 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: JUDSON MANAGEMENT GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JUDSON MANAGEMENT GROUP, INC 401K PROFIT SHARING PLAN, JUDSON MANAGEMENT GROUP, INC.

JUDSON MANAGEMENT GROUP, INC.EIN 13-3647867Plan #001PY 2017

145 EAST 57TH STREET - NEW YORK, NY 10022212-974-1917LinkedIn1-10 employeesmanagement consulting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+12.7% from 2016

Total participants

-11.1% from 2016

Average account balance

$241,046

+26.8% from 2016

Annual return

13.98%

+8.48 pp from 2016

Benchmarks

See 114,325 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,325 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.66M

Not enough data

1 years with asset history on file

Average account balance

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

$332K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+8.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12500

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 codes2E2J3D3H

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$119K

$23758 / participant

Other / not subdivided$119K100.0%

% of EOY assets

6.160%

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

$241,046

$150,446+60.2%

$136,297+76.9%

$147,585+63.3%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

13.98%

1049.14%-1035.2pp

5156.19%-5142.2pp

578.58%-564.6pp

Employer contribution / active EE

$4,716

$5,256-10.3%

$4,696+0.4%

$4,876-3.3%

Participant deferral / active EE

$11,443

$6,631+72.6%

$6,247+83.2%

$5,439+110.4%

Admin fee / account holder

$14,849

$10,906+36.2%

$9,244+60.6%

$10,886+36.4%

JUDSON MANAGEMENT GROUP, INC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JUDSON MANAGEMENT GROUP, INC 401K 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