Retirement plan

EMPLOYEE BENEFIT PLAN OF JANUS DEVELOPMENTAL SERVICES, INC.

Name: JANUS DEVELOPMENTAL SERVICES, INC. - EMPLOYEE BENEFIT PLAN OF JANUS DEVELOPMENTAL SERVICES, INC. (2019) Form 5500
Creator: JANUS DEVELOPMENTAL SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF JANUS DEVELOPMENTAL SERVICES, INC., JANUS DEVELOPMENTAL SERVICES, INC.

JANUS DEVELOPMENTAL SERVICES, INC.EIN 31-0963175Plan #001PY 2019

1555 WESTFIELD RD - NOBLESVILLE, IN 460626826317-773-8781janus-inc.orgLinkedIn51-200 employeesconsumer services

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$1.4M

+35.3% from 2018

Total participants

-16.1% from 2018

Average account balance

$34,360

+32.0% from 2018

Annual return

26.99%

+34.77 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.87M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

157.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$150K

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

+12.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1343

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 codes2F2G2S2T3D

Plan features

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

2 tripped

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

$55K

$1616 / participant

Other / not subdivided$55K100.0%

% of EOY assets

3.900%

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

$34,360

$85,171-59.7%

$172,752-80.1%

$72,975-52.9%

Participation rate

5.9%

70.1%-64.2pp

82.6%-76.8pp

69.5%-63.6pp

Annual return

26.99%

27.32%-0.3pp

802.97%-776.0pp

81.01%-54.0pp

Employer contribution / active EE

$1,031

$3,324-69.0%

$5,144-80.0%

$2,440-57.8%

Participant deferral / active EE

$3,130

$3,260-4.0%

$5,198-39.8%

$3,608-13.2%

Admin fee / account holder

$1,340

$5,880-77.2%

$13,955-90.4%

$5,124-73.8%

EMPLOYEE BENEFIT PLAN OF JANUS DEVELOPMENTAL SERVICES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF JANUS DEVELOPMENTAL SERVICES, INC.

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