Retirement plan

JANSSEN AND SPAANS ENGINEERING, INC. EMPLOYEES' STOCK OWNERSHIP 401(K) PLAN

Name: JANSSEN AND SPAANS ENGINEERING, INC. - JANSSEN AND SPAANS ENGINEERING, INC. EMPLOYEES' STOCK OWNERSHIP 401(K) PLAN (2017) Form 5500
Creator: JANSSEN AND SPAANS ENGINEERING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JANSSEN AND SPAANS ENGINEERING, INC. EMPLOYEES' STOCK OWNERSHIP 401(K) PLAN, JANSSEN AND SPAANS ENGINEERING, INC.

JANSSEN AND SPAANS ENGINEERING, INC.EIN 35-1822431Plan #001PY 2017

9120 HARRISON PARK COURT - INDIANAPOLIS, IN 462162108317-254-9686

Prospect flagsLow returnsFailed to transmit contributions

How to read this page

Total assets (EOY)

$8.8M

+8.0% from 2016

Total participants

-19.2% from 2016

Average account balance

$90,387

+33.6% from 2016

Annual return

8.57%

+2.93 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.58M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

118

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

$494K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+4.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7472

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

Top 2 by compensation

Provider	Service type	Compensation
NATIONWIDE2 years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$25,671
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADV INS AGY LLC Service code 28 · EIN 34-1542819 NC1409 · CHARLOTTE, NC 282881207	Investment Management	$0

Plan features & details

Pension benefit codes2E2F2H2J2O2Q3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$174

$4 / participant

Other / not subdivided$174100.0%

% of EOY assets

0.002%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ALERDING CPA GROUP
Auditor EIN: 352043580
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,387

$85,766+5.4%

$136,297-33.7%

$70,124+28.9%

Participation rate

100.0%

74.2%+25.8pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

8.57%

31.45%-22.9pp

5156.19%-5147.6pp

73.14%-64.6pp

Employer contribution / active EE

$3,060

$2,966+3.2%

$4,696-34.8%

$2,342+30.6%

Participant deferral / active EE

$6,615

$5,051+31.0%

$6,247+5.9%

$3,332+98.6%

Admin fee / account holder

$5,420-100.0%

$9,244-100.0%

$4,645-100.0%

Provider

Service type

Compensation

NATIONWIDE2 years

Service code 15 · EIN 31-1592130

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$25,671

WELLS FARGO BANK, N.A.2 years

Filed as: WELLS FARGO ADV INS AGY LLC

Service code 28 · EIN 34-1542819

NC1409 · CHARLOTTE, NC 282881207

Investment Management

JANSSEN AND SPAANS ENGINEERING, INC. EMPLOYEES' STOCK OWNERSHIP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JANSSEN AND SPAANS ENGINEERING, INC. EMPLOYEES' STOCK OWNERSHIP 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