Retirement plan

DEAN TURNER'S JEWELRY CO 401K PROFIT SHARING PLAN

Name: DEAN TURNER'S JEWELRY - DEAN TURNER'S JEWELRY CO 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: DEAN TURNER'S JEWELRY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEAN TURNER'S JEWELRY CO 401K PROFIT SHARING PLAN, DEAN TURNER'S JEWELRY

DEAN TURNER'S JEWELRYEIN 31-1176212Plan #001PY 2016

409 MAIN ST - COSHOCTON, OH 438121523740-622-4941

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.2M

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

-0.09%

No prior year

Benchmarks

See 18,030 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,030 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.26M

Not enough data

1 years with asset history on file

Average account balance

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

$139K

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.

77.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14212

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 codes2E2J

Plan features

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$146 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.203%

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

$93,346-100.0%

$71,796-100.0%

$273,972-100.0%

Participation rate

0.0%

76.5%-76.5pp

69.1%-69.1pp

83.0%-83.0pp

Annual return

-0.09%

130.39%-130.5pp

78.04%-78.1pp

41.46%-41.5pp

Employer contribution / active EE

$913

$2,733-66.6%

$1,924-52.5%

$4,869-81.2%

Participant deferral / active EE

$2,740

$3,475-21.2%

$2,794-2.0%

$5,287-48.2%

Admin fee / account holder

$6,571-100.0%

$4,815-100.0%

$10,133-100.0%

DEAN TURNER'S JEWELRY CO 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEAN TURNER'S JEWELRY CO 401K 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