Retirement plan

J.V. MANUFACTURING COMPANY, INC. PROFIT BASED AND SALARY REDUCTION RETIREMENT PLAN

Name: J. V. MANUFACTURING COMPANY, INC. - J.V. MANUFACTURING COMPANY, INC. PROFIT BASED AND SALARY REDUCTION RETIREMENT PLAN (2016) Form 5500
Creator: J. V. MANUFACTURING COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J.V. MANUFACTURING COMPANY, INC. PROFIT BASED AND SALARY REDUCTION RETIREMENT PLAN, J. V. MANUFACTURING COMPANY, INC.

J. V. MANUFACTURING COMPANY, INC.EIN 25-1264233Plan #001PY 2016

1603 BURTNER ROAD - NATRONA HEIGHTS, PA 150659801724-224-1704

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$16.1M

+3.1% from 2015

Total participants

136

+15.3% from 2015

Average account balance

$118,149

-10.6% from 2015

Annual return

8.77%

+8.60 pp from 2015

Benchmarks

See 4,221 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,221 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.96M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

146

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.

94.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.01M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$481

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 codes2E2F2G2J2T3D

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

$1.5M

$12871 / participant

Other / not subdivided$2M100.0%

% of EOY assets

9.372%

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

$118,149

$60,165+96.4%

$74,184+59.3%

$55,167+114.2%

Participation rate

100.0%

74.2%+25.8pp

76.6%+23.4pp

69.0%+31.0pp

Annual return

8.77%

10.00%-1.2pp

17.74%-9.0pp

169.23%-160.5pp

Employer contribution / active EE

$2,438

$1,600+52.4%

$2,370+2.9%

$1,963+24.2%

Participant deferral / active EE

$2,833

$2,973-4.7%

$3,550-20.2%

$3,054-7.3%

Admin fee / account holder

$11,073

$419+2540.8%

$5,586+98.2%

$504+2097.5%

J.V. MANUFACTURING COMPANY, INC. PROFIT BASED AND SALARY REDUCTION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J.V. MANUFACTURING COMPANY, INC. PROFIT BASED AND SALARY REDUCTION RETIREMENT 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