Retirement plan

C.J. HESSE, INC. 401(K) PROFIT SHARING PLAN

Name: C. J. HESSE, INC. - C.J. HESSE, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: C. J. HESSE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C.J. HESSE, INC. 401(K) PROFIT SHARING PLAN, C. J. HESSE, INC.

C. J. HESSE, INC.EIN 22-1734209Plan #002PY 2018

25 FIRST AVENUE, SUITE 200 - ATLANTIC HIGHLANDS, NJ 07716732-291-8100thehessecompanies.comLinkedIn51-200 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.2M

+4.6% from 2017

Total participants

+14.0% from 2017

Average account balance

$91,322

-8.2% from 2017

Annual return

-6.72%

-23.11 pp from 2017

Benchmarks

See 15,016 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,016 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.34M

Not enough data

1 years with asset history on file

Average account balance

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

$177K

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.

118.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$886K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+9.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18054

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 codes2E2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$55K

$1140 / participant

Other / not subdivided$55K100.0%

% of EOY assets

1.051%

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

$91,322

$57,352+59.2%

$83,831+8.9%

$64,173+42.3%

Participation rate

100.0%

68.6%+31.4pp

76.1%+23.9pp

69.6%+30.4pp

Annual return

-6.72%

11.38%-18.1pp

850.99%-857.7pp

7.63%-14.4pp

Employer contribution / active EE

$3,820

$2,546+50.1%

$3,631+5.2%

$2,381+60.4%

Participant deferral / active EE

$9,082

$2,993+203.4%

$4,082+122.5%

$3,470+161.8%

Admin fee / account holder

$960

$4,046-76.3%

$5,479-82.5%

$4,887-80.4%

C.J. HESSE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C.J. HESSE, 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