Retirement plan

BILL JACOBS COMPANIES SECTION 401(K) PLAN

Name: BILL JACOBS MOTORSPORT HOLDINGS, LLC - BILL JACOBS COMPANIES SECTION 401(K) PLAN (2015) Form 5500
Creator: BILL JACOBS MOTORSPORT HOLDINGS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BILL JACOBS COMPANIES SECTION 401(K) PLAN, BILL JACOBS MOTORSPORT HOLDINGS, LLC

BILL JACOBS MOTORSPORT HOLDINGS, LLCEIN 36-3462757Plan #002PY 2015

2495 AURORA AVE - NAPERVILLE, IL 60540630-357-1200billjacobs.comLinkedIn201-500 employeesautomotive

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$6.4M

No prior year

Total participants

287

No prior year

Average account balance

$35,550

No prior year

Annual return

-0.10%

No prior year

Benchmarks

See 2,153 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,153 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.46M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

247

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.

82.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.75M

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

+15.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$206

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

1 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
MORNINGSTAR1+ years Filed as: MORNING STAR 36-3297908 Service code 26	Advisory (Participants)	$4,113
VOYA RETIREMENT INSURANCE & ANNUITY1+ years Filed as: VOYA RETIREMENT INSURANCE AND ANN C Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067	Advisory (Participants)	$3,824

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$10 / participant

Investment mgmt$2K100.0%

% of EOY assets

0.028%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: GORDON STOCKMAN & WAUGH, P.C.
Auditor EIN: 412110811
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,550

$39,245-9.4%

$64,105-44.5%

$52,331-32.1%

Participation rate

40.3%

58.2%-17.9pp

68.2%-27.8pp

68.1%-27.8pp

Annual return

-0.10%

14.79%-14.9pp

791.24%-791.3pp

4.54%-4.6pp

Employer contribution / active EE

$193

$736-73.7%

$1,820-89.4%

$1,882-89.7%

Participant deferral / active EE

$2,789

$1,992+40.0%

$2,822-1.1%

$3,022-7.7%

Admin fee / account holder

$10

$592-98.3%

$4,499-99.8%

$592-98.3%

Provider

Service type

Compensation

MORNINGSTAR1+ years

Filed as: MORNING STAR 36-3297908

Service code 26

Advisory (Participants)

$4,113

VOYA RETIREMENT INSURANCE & ANNUITY1+ years

Filed as: VOYA RETIREMENT INSURANCE AND ANN C

Service code 26 · EIN 71-0294708

PO BOX 990067 · HARTFORD, CT 061990067

Advisory (Participants)

$3,824

BILL JACOBS COMPANIES SECTION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BILL JACOBS COMPANIES SECTION 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