Retirement plan

TURNER JOHN MANAGEMENT, LLC 401K PLAN

Name: TURNER JOHN MANAGEMENT, LLC - TURNER JOHN MANAGEMENT, LLC 401K PLAN (2019) Form 5500
Creator: TURNER JOHN MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TURNER JOHN MANAGEMENT, LLC 401K PLAN, TURNER JOHN MANAGEMENT, LLC

TURNER JOHN MANAGEMENT, LLCEIN 35-1868264Plan #001PY 2019

1060 N CAPITOL AVENUE, SUITE C- 200 - INDIANAPOLIS, IN 46204317-488-7373thestutz.comLinkedIn11-50 employeescommercial real estate

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$671K

+31.2% from 2018

Total participants

-5.6% from 2018

Average account balance

$60,973

+31.2% from 2018

Annual return

23.73%

+32.20 pp from 2018

Benchmarks

See 15,857 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,857 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$956K

Not enough data

1 years with asset history on file

Average account balance

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

$319K

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.

42.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$47K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1726

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 codes2E2F2G2J2T3D

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).
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.
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.
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.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$250

$17 / participant

Other / not subdivided$250100.0%

% of EOY assets

0.037%

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

$60,973

$226,105-73.0%

$182,540-66.6%

$152,897-60.1%

Participation rate

60.0%

82.5%-22.5pp

78.0%-18.0pp

82.5%-22.5pp

Annual return

23.73%

192.58%-168.9pp

148.58%-124.9pp

345.43%-321.7pp

Employer contribution / active EE

$4,978-100.0%

$4,076-100.0%

$4,764-100.0%

Participant deferral / active EE

$2,560

$6,370-59.8%

$5,525-53.7%

$5,851-56.2%

Admin fee / account holder

$23

$10,706-99.8%

$8,593-99.7%

$11,599-99.8%

TURNER JOHN MANAGEMENT, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TURNER JOHN MANAGEMENT, LLC 401K 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