Retirement plan

JONES SIGN CO., INC. 401(K) PLAN AND TRUST

Name: JONES SIGN CO., INC. - JONES SIGN CO., INC. 401(K) PLAN AND TRUST (2019) Form 5500
Creator: JONES SIGN CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JONES SIGN CO., INC. 401(K) PLAN AND TRUST, JONES SIGN CO., INC.

JONES SIGN CO., INC.EIN 39-1233920Plan #001PY 2019

1711 SCHEURING ROAD - DE PERE, WI 54115920-983-6700

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$17M

+37.3% from 2018

Total participants

531

+10.2% from 2018

Average account balance

$33,740

+22.0% from 2018

Annual return

28.32%

+30.78 pp from 2018

Benchmarks

See 2,853 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,853 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$35.09M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

562

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.

97.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.05M

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

+19.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$108

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 5 by compensation

Provider	Service type	Compensation
ALLIANCE PENSION CONSULTANTS, LLC2 years Service code 15 · EIN 36-4389114	Recordkeeping	$31,189
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 16 · EIN 42-1558009	Consulting	$8,533
MILLENNIUM INVESTMENT & RETIREMENT1 year Service code 27 · EIN 94-3428956	Advisory (Plan)	$7,113
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB AND CO. INC. Service code 19 · EIN 94-1737782	Securities Custodian	$142
CHARLES SCHWAB & CO., INC.2 years Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2G2J2K2F3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$38K

$104 / participant

Investment mgmt$7K18.6%
Other / not subdivided$31K81.4%

% of EOY assets

0.226%

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: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,740

$88,122-61.7%

$141,177-76.1%

$67,579-50.1%

Participation rate

92.4%

76.5%+15.9pp

82.5%+9.9pp

71.3%+21.1pp

Annual return

28.32%

75.40%-47.1pp

71.40%-43.1pp

378.56%-350.2pp

Employer contribution / active EE

$1,524

$3,224-52.8%

$4,736-67.8%

$2,148-29.1%

Participant deferral / active EE

$4,613

$5,958-22.6%

$6,710-31.3%

$3,539+30.3%

Admin fee / account holder

$76

$131-41.8%

$10,263-99.3%

$142-46.5%

Provider

Service type

Compensation

ALLIANCE PENSION CONSULTANTS, LLC2 years

Service code 15 · EIN 36-4389114

Recordkeeping

$31,189

CHARLES SCHWAB & CO., INC.2 years

Filed as: CHARLES SCHWAB BANK

Service code 16 · EIN 42-1558009

Consulting

$8,533

MILLENNIUM INVESTMENT & RETIREMENT1 year

Service code 27 · EIN 94-3428956

Advisory (Plan)

$7,113

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB AND CO. INC.

Service code 19 · EIN 94-1737782

Securities Custodian

$142

CHARLES SCHWAB & CO., INC.2 years

Service code 59

Shareholder Servicing

JONES SIGN CO., INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JONES SIGN CO., INC. 401(K) PLAN AND TRUST

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