Retirement plan

JAYE E. BENJAMIN 401(K)

Name: JAYE E. BENJAMIN - JAYE E. BENJAMIN 401(K) (2019) Form 5500
Creator: JAYE E. BENJAMIN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAYE E. BENJAMIN 401(K), JAYE E. BENJAMIN

JAYE E. BENJAMINEIN 34-1368397Plan #003PY 2019

2450 SNOWBERRY LANE - PEPPER PIKE, OH 44124440-942-4226

Other plans on this EIN

1 filing

#001Retirement-$2.4M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$614K

+25.1% from 2018

Total participants

+33.3% from 2018

Average account balance

$153,397

-6.2% from 2018

Annual return

18.17%

+26.65 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.02M

Not enough data

1 years with asset history on file

Average account balance

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

$170K

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

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+10.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$998

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 codes2J

Plan features

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

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

$4K

$1101 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.718%

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

$153,397

$202,342-24.2%

$172,753-11.2%

$152,909+0.3%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

18.17%

1029.88%-1011.7pp

803.00%-784.8pp

345.46%-327.3pp

Employer contribution / active EE

$2,240

$5,857-61.8%

$5,144-56.4%

$4,764-53.0%

Participant deferral / active EE

$6,250

$5,948+5.1%

$5,198+20.2%

$5,851+6.8%

Admin fee / account holder

$1,101

$17,112-93.6%

$13,956-92.1%

$11,601-90.5%

JAYE E. BENJAMIN 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAYE E. BENJAMIN 401(K)

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