Retirement plan

JBC 401(K) PLAN

Name: JBC STYLE NY, LLC - JBC 401(K) PLAN (2018) Form 5500
Creator: JBC STYLE NY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JBC 401(K) PLAN, JBC STYLE NY, LLC

JBC STYLE NY, LLCEIN 26-1632925Plan #001PY 2018

108 WEST 39TH STREET, SUITE 710 - NEW YORK, NY 10018212-355-3197LinkedIn51-200 employeeshuman resources

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$2M

-3.1% from 2017

Total participants

151

+7.9% from 2017

Average account balance

$28,461

-37.2% from 2017

Annual return

-7.67%

-31.49 pp from 2017

Benchmarks

See 1,003 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort1,003 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.65M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

114

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.

52.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$664K

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

+13.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$449

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 3 by compensation

Provider	Service type	Compensation
AXA EQUITABLE LIFE INSURANCE CO1 year Filed as: AXA ADVISORS LLC Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104	Other Commissions	$5,329
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$255
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Direct Payment	$250

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$505

$4 / participant

Contract admin$505100.0%

% of EOY assets

0.025%

all-in expense ratio

Categories reported

1 / 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: GR REID ASSOCIATES, LLP
Auditor EIN: 113329140
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,461

$33,067-13.9%

$76,523-62.8%

$56,287-49.4%

Participation rate

35.0%

55.4%-20.4pp

68.0%-33.0pp

69.9%-34.9pp

Annual return

-7.67%

2.72%-10.4pp

-0.27%-7.4pp

-9.96%+2.3pp

Employer contribution / active EE

$1,200-100.0%

$2,647-100.0%

$2,111-100.0%

Participant deferral / active EE

$1,637

$2,240-26.9%

$3,835-57.3%

$3,350-51.1%

Admin fee / account holder

$537-98.7%

$4,848-99.9%

$521-98.6%

Provider

Service type

Compensation

AXA EQUITABLE LIFE INSURANCE CO1 year

Filed as: AXA ADVISORS LLC

Service code 55

1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104

Other Commissions

$5,329

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER RETIREMENT ADVISORY SERVICE

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$255

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: FIRST GREAT-WEST LIFE & ANNUITY

Service code 50

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Direct Payment

$250

JBC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JBC 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