Retirement plan

JONES-HAMILTON CO. EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN

Name: JONES-HAMILTON CO. - JONES-HAMILTON CO. EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN (2017) Form 5500
Creator: JONES-HAMILTON CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JONES-HAMILTON CO. EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN, JONES-HAMILTON CO.

JONES-HAMILTON CO.EIN 20-3745300Plan #002PY 2017

30354 TRACY RD. - WALBRIDGE, OH 434659775419-666-9838jones-hamilton.comLinkedIn51-200 employeeschemicals

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$104M

+27.6% from 2016

Total participants

120

+0.8% from 2016

Average account balance

$866,605

+26.5% from 2016

Annual return

32.64%

+28.35 pp from 2016

Benchmarks

See 1,975 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,975 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$148.95M

Not enough data

1 years with asset history on file

Average account balance

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

$881K

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.

169

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

$2.80M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+12.14%

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

1 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 codes2E2I2P2Q3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$6.4M

$61551 / participant

Other / not subdivided$6M100.0%

% of EOY assets

6.156%

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

$866,605

$63,314+1268.7%

$91,004+852.3%

$62,293+1291.2%

Participation rate

100.0%

73.3%+26.7pp

75.6%+24.4pp

69.5%+30.5pp

Annual return

32.64%

21.00%+11.6pp

4.60%+28.0pp

28.90%+3.7pp

Employer contribution / active EE

$21,279

$1,807+1077.4%

$2,456+766.5%

$2,042+941.9%

Participant deferral / active EE

$2,944-100.0%

$3,548-100.0%

$3,169-100.0%

Admin fee / account holder

$53,344

$468+11308.5%

$5,417+884.7%

$479+11028.7%

JONES-HAMILTON CO. EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JONES-HAMILTON CO. EMPLOYEE STOCK OWNERSHIP AND 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