Retirement plan

STUART W. JOHNSON & CO., INC. PROFIT SHARING PLAN

Name: STUART W. JOHNSON & CO., INC. - STUART W. JOHNSON & CO., INC. PROFIT SHARING PLAN (2015) Form 5500
Creator: STUART W. JOHNSON & CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STUART W. JOHNSON & CO., INC. PROFIT SHARING PLAN, STUART W. JOHNSON & CO., INC.

STUART W. JOHNSON & CO., INC.EIN 39-1140985Plan #002PY 2015

180 CIRCLE PARKWAY - WILLIAMS BAY, WI 53191262-248-8851stuartjohnsonco.comLinkedIn11-50 employeesmachinery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.3M

No prior year

Total participants

No prior year

Average account balance

$234,861

No prior year

Annual return

2.47%

No prior year

Benchmarks

See 18,780 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,780 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.55M

Not enough data

1 years with asset history on file

Average account balance

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

$409K

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$360K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+15.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$40837

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$230K

$17667 / participant

Other / not subdivided$230K100.0%

% of EOY assets

6.985%

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

$234,861

$113,941+106.1%

$94,229+149.2%

$125,389+87.3%

Participation rate

100.0%

82.9%+17.1pp

78.8%+21.2pp

83.2%+16.8pp

Annual return

2.47%

5.29%-2.8pp

10.68%-8.2pp

282.24%-279.8pp

Employer contribution / active EE

$13,495

$4,727+185.5%

$3,587+276.2%

$4,866+177.3%

Participant deferral / active EE

$5,179-100.0%

$4,320-100.0%

$5,352-100.0%

Admin fee / account holder

$16,405

$8,392+95.5%

$6,269+161.7%

$9,541+71.9%

STUART W. JOHNSON & CO., INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STUART W. JOHNSON & CO., 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