Retirement plan

J. C. BRICK, INC. PROFIT SHARING PLAN

Name: J. C. BRICK, INC. - J. C. BRICK, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: J. C. BRICK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J. C. BRICK, INC. PROFIT SHARING PLAN, J. C. BRICK, INC.

J. C. BRICK, INC.EIN 38-3049931Plan #001PY 2018

P.O. BOX 180986 - UTICA, MI 48318586-726-1166LinkedIn11-50 employeesconstruction

Prospect flagsLow participationLow assets / participant

How to read this page

Total assets (EOY)

$104K

-6.1% from 2017

Total participants

-3.6% from 2017

Average account balance

$5,492

-6.1% from 2017

Annual return

-6.10%

-9.14 pp from 2017

Benchmarks

See 38,941 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,941 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$87K

Not enough data

1 years with asset history on file

Average account balance

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

$7K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$83

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$193 / participant

Other / not subdivided$2K100.0%

% of EOY assets

2.036%

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

$5,492

$97,729-94.4%

$83,830-93.4%

$135,379-95.9%

Participation rate

27.3%

80.0%-52.7pp

76.1%-48.9pp

82.6%-55.4pp

Annual return

-6.10%

1287.52%-1293.6pp

850.97%-857.1pp

519.79%-525.9pp

Employer contribution / active EE

$4,222-100.0%

$3,631-100.0%

$4,779-100.0%

Participant deferral / active EE

$4,683-100.0%

$4,082-100.0%

$5,609-100.0%

Admin fee / account holder

$112

$6,674-98.3%

$5,479-98.0%

$10,828-99.0%

J. C. BRICK, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J. C. BRICK, INC. PROFIT SHARING 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