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 (2017) 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 2017

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$18.2M

+13.2% from 2016

Total participants

134

-1.5% from 2016

Average account balance

$135,700

+14.9% from 2016

Annual return

15.51%

+6.74 pp from 2016

Benchmarks

See 4,147 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,147 peers

Snapshot2017

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

Top 2 by compensation

Provider	Service type	Compensation
HEFFREN-TILLOTSON INC.1 year Service code 27 308 7TH AVENUE · PITTSBURGH, PA 15222	Advisory (Plan)	$24,707
METRO BENEFITS, INC.1 year Service code 13 THE EXECUTIVE BLDG. · PITTSBURGH, PA 15237	Contract Administrator	$7,737

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$769

$7 / participant

Other / not subdivided$769100.0%

% of EOY assets

0.004%

all-in expense ratio

Categories reported

0 / 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: BAKER TILLY
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$135,700

$64,909+109.1%

$82,312+64.9%

$62,293+117.8%

Participation rate

100.0%

74.9%+25.1pp

76.9%+23.1pp

69.5%+30.5pp

Annual return

15.51%

21.18%-5.7pp

25.88%-10.4pp

28.90%-13.4pp

Employer contribution / active EE

$3,740

$1,676+123.1%

$2,428+54.0%

$2,042+83.1%

Participant deferral / active EE

$3,355

$3,103+8.1%

$3,706-9.5%

$3,169+5.9%

Admin fee / account holder

$440-98.7%

$5,608-99.9%

$479-98.8%

Provider

Service type

Compensation

HEFFREN-TILLOTSON INC.1 year

Service code 27

308 7TH AVENUE · PITTSBURGH, PA 15222

Advisory (Plan)

$24,707

METRO BENEFITS, INC.1 year

Service code 13

THE EXECUTIVE BLDG. · PITTSBURGH, PA 15237

Contract Administrator

$7,737

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