Retirement plan

JHT HOLDINGS, INC. AND PARTICIPATING EMPLOYERS 401(K) PLAN

Name: JHT HOLDINGS, INC. - JHT HOLDINGS, INC. AND PARTICIPATING EMPLOYERS 401(K) PLAN (2020) Form 5500
Creator: JHT HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JHT HOLDINGS, INC. AND PARTICIPATING EMPLOYERS 401(K) PLAN, JHT HOLDINGS, INC.

JHT HOLDINGS, INC.EIN 36-4329347Plan #002PY 2020

555 MAIN STREET, SUITE 300 - RACINE, WI 534034614262-619-2926LinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$17.9M

+9.1% from 2019

Total participants

262

-9.7% from 2019

Average account balance

$69,198

+20.1% from 2019

Annual return

11.75%

-9.68 pp from 2019

Benchmarks

See 1,062 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort1,062 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$24.10M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

285

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.

96.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.23M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+13.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$216

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
JOHNSON BANK6+ years Service code 15 · EIN 39-1141446	Recordkeeping	$50,221

Plan features & details

Pension benefit codes2E2F2G2J2K2T2S3H3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$50K

$266 / participant

Other / not subdivided$50K100.0%

% of EOY assets

0.281%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,198

$55,636+24.4%

$81,983-15.6%

$73,488-5.8%

Participation rate

97.9%

62.3%+35.6pp

69.2%+28.6pp

70.7%+27.2pp

Annual return

11.75%

19.07%-7.3pp

41.31%-29.6pp

28.51%-16.8pp

Employer contribution / active EE

$2,134

$1,625+31.4%

$2,498-14.6%

$2,270-6.0%

Participant deferral / active EE

$6,247

$2,762+126.2%

$3,722+67.8%

$3,740+67.1%

Admin fee / account holder

$195

$493-60.5%

$5,664-96.6%

$513-62.1%

Provider

Service type

Compensation

JOHNSON BANK6+ years

Service code 15 · EIN 39-1141446

Recordkeeping

$50,221

JHT HOLDINGS, INC. AND PARTICIPATING EMPLOYERS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JHT HOLDINGS, INC. AND PARTICIPATING EMPLOYERS 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