Retirement plan

JOE JURGIELEWICZ & SON, LTD., ET AL 401(K) PLAN

Name: JOE JURGIELEWICZ & SON, LTD - JOE JURGIELEWICZ & SON, LTD., ET AL 401(K) PLAN (2016) Form 5500
Creator: JOE JURGIELEWICZ & SON, LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOE JURGIELEWICZ & SON, LTD., ET AL 401(K) PLAN, JOE JURGIELEWICZ & SON, LTD

JOE JURGIELEWICZ & SON, LTDEIN 22-2620649Plan #001PY 2016

PO BOX 257 - SHARTLESVILLE, PA 19554610-562-3825tastyduck.comLinkedIn51-200 employeesfood production

Prospect flagsLow participationLow assets / participant

How to read this page

Total assets (EOY)

$564K

No prior year

Total participants

208

No prior year

Average account balance

$5,815

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 388 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants100-249

Cohort388 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.74M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

183

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.

60.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.13M

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

+12.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$170

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 codes2F2G2K2T3D

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$9 / participant

Investment mgmt$1K68.4%
Contract admin$52531.6%

% of EOY assets

0.294%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ALAN ROSS & COMPANY, PC
Auditor EIN: 205367494
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$5,815

$50,643-88.5%

$106,619-94.5%

$55,167-89.5%

Participation rate

43.1%

65.6%-22.5pp

78.0%-34.9pp

69.0%-25.9pp

Annual return

0.00%

7.02%-7.0pp

9.42%-9.4pp

169.23%-169.2pp

Employer contribution / active EE

$1,025

$1,626-36.9%

$3,947-74.0%

$1,963-47.8%

Participant deferral / active EE

$1,771

$2,208-19.8%

$3,930-54.9%

$3,054-42.0%

Admin fee / account holder

$17

$488-96.5%

$6,418-99.7%

$504-96.6%

JOE JURGIELEWICZ & SON, LTD., ET AL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOE JURGIELEWICZ & SON, LTD., ET AL 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