Retirement plan

J. FISHER CONSULTING, LLC 401(K) PROFIT SHARING PLAN

Name: JOHN J. FISHER CONSULTING, LLC - J. FISHER CONSULTING, LLC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: JOHN J. FISHER CONSULTING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J. FISHER CONSULTING, LLC 401(K) PROFIT SHARING PLAN, JOHN J. FISHER CONSULTING, LLC

JOHN J. FISHER CONSULTING, LLCEIN 26-3872107Plan #001PY 2017

56 DUMONT AVENUE - DUMONT, NJ 07628

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$348K

No prior year

Total participants

No prior year

Average account balance

$348,228

No prior year

Annual return

10.75%

No prior year

Benchmarks

See 306 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort306 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$291K

Not enough data

1 years with asset history on file

Average account balance

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

$291K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$53K

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

+11.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1167

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 codes2E2J2D3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3K

$2593 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.745%

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

$348,228

$83,857+315.3%

$147,586+135.9%

Participation rate

100.0%

69.2%+30.8pp

82.8%+17.2pp

Annual return

10.75%

26.67%-15.9pp

578.59%-567.8pp

Employer contribution / active EE

$3,062-100.0%

$4,876-100.0%

Participant deferral / active EE

$4,009-100.0%

$5,439-100.0%

Admin fee / account holder

$2,593

$6,093-57.4%

$10,886-76.2%

J. FISHER CONSULTING, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J. FISHER CONSULTING, LLC 401(K) PROFIT SHARING 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