Retirement plan

JEDI INC 401 K PROFIT SHARING PLAN TRUST

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

JEDI INCEIN 23-2552111Plan #001PY 2018

PO BOX 901 - CONCORDVILLE, PA 193310901610-459-4477

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$168K

+6.0% from 2017

Total participants

0.0% from 2017

Average account balance

$18,691

+6.0% from 2017

Annual return

-5.97%

-24.64 pp from 2017

Benchmarks

See 12,593 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,593 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$436K

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14K

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

+15.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$609

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 codes2G3D2F2T2E2J

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.

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

$3K

$388 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.846%

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

$18,691

$95,188-80.4%

$76,518-75.6%

$135,379-86.2%

Participation rate

100.0%

74.4%+25.6pp

68.0%+32.0pp

82.6%+17.4pp

Annual return

-5.97%

4.85%-10.8pp

-0.27%-5.7pp

519.79%-525.8pp

Employer contribution / active EE

$1,162

$3,303-64.8%

$2,647-56.1%

$4,779-75.7%

Participant deferral / active EE

$1,583

$4,640-65.9%

$3,836-58.7%

$5,609-71.8%

Admin fee / account holder

$345

$6,249-94.5%

$4,849-92.9%

$10,828-96.8%

JEDI INC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEDI INC 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