Retirement plan

JOE KUBERT SCHOOL OF CARTOON 401 K PROFIT SHARING PLAN TRUST

Name: JOE KUBERT SCHOOL OF CARTOON & - JOE KUBERT SCHOOL OF CARTOON 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: JOE KUBERT SCHOOL OF CARTOON &
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOE KUBERT SCHOOL OF CARTOON 401 K PROFIT SHARING PLAN TRUST, JOE KUBERT SCHOOL OF CARTOON &

JOE KUBERT SCHOOL OF CARTOON &EIN 22-2115390Plan #002PY 2018

37 MYRTLE AVE - DOVER, NJ 07801973-361-1327

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.1M

-2.0% from 2017

Total participants

-7.7% from 2017

Average account balance

$34,330

+1.1% from 2017

Annual return

-7.29%

-21.44 pp from 2017

Benchmarks

See 3,832 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,832 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.08M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$443

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 codes2T3D2G2E2J3H2F

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$21K

$669 / participant

Other / not subdivided$21K100.0%

% of EOY assets

1.947%

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

$34,330

$43,344-20.8%

$59,899-42.7%

$64,173-46.5%

Participation rate

87.5%

69.2%+18.3pp

74.7%+12.8pp

69.6%+17.9pp

Annual return

-7.29%

-1.55%-5.7pp

3.46%-10.7pp

7.63%-14.9pp

Employer contribution / active EE

$972

$2,030-52.1%

$2,723-64.3%

$2,381-59.2%

Participant deferral / active EE

$1,552

$2,547-39.1%

$3,402-54.4%

$3,470-55.3%

Admin fee / account holder

$669

$3,008-77.8%

$3,592-81.4%

$4,887-86.3%

JOE KUBERT SCHOOL OF CARTOON 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOE KUBERT SCHOOL OF CARTOON 401 K PROFIT SHARING PLAN TRUST

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