Retirement plan

GRAEBER JEWELERS, INC. 401(K) PLAN

Name: GRAEBER JEWELERS, INC. - GRAEBER JEWELERS, INC. 401(K) PLAN (2022) Form 5500
Creator: GRAEBER JEWELERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRAEBER JEWELERS, INC. 401(K) PLAN, GRAEBER JEWELERS, INC.

GRAEBER JEWELERS, INC.EIN 16-1493776Plan #001PY 2022

1303 UNION ROAD - WEST SENECA, NY 14224716-675-5226graeberjewelers.comLinkedIn1-10 employeesretail

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$526K

-6.6% from 2021

Total participants

0.0% from 2021

Average account balance

$105,271

-6.6% from 2021

Annual return

-16.86%

-27.90 pp from 2021

Benchmarks

See 21,409 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort21,409 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$797K

Not enough data

1 years with asset history on file

Average account balance

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

$114K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+10.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2F2G3D

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$25

$5 / participant

Other / not subdivided$25100.0%

% of EOY assets

0.005%

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

$105,271

$95,915+9.8%

$79,580+32.3%

$134,532-21.8%

Participation rate

100.0%

75.0%+25.0pp

69.5%+30.5pp

81.2%+18.8pp

Annual return

-16.86%

-2.71%-14.1pp

0.15%-17.0pp

418.27%-435.1pp

Employer contribution / active EE

$2,884

$3,129-7.8%

$2,413+19.5%

$4,741-39.2%

Participant deferral / active EE

$8,697

$4,693+85.3%

$3,985+118.2%

$6,401+35.9%

Admin fee / account holder

$9,132-99.9%

$6,835-99.9%

$11,429-100.0%

GRAEBER JEWELERS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GRAEBER JEWELERS, INC. 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