Retirement plan

JUUL CONTRACTING CO., PROFIT SHARING PLAN

Name: JUUL CONTRACTING COMPANY - JUUL CONTRACTING CO., PROFIT SHARING PLAN (2017) Form 5500
Creator: JUUL CONTRACTING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JUUL CONTRACTING CO., PROFIT SHARING PLAN, JUUL CONTRACTING COMPANY

JUUL CONTRACTING COMPANYEIN 41-0778501Plan #001PY 2017

PO BOX 189 - HUTCHINSON, MN 553500189320-587-2989juulcontracting.comLinkedIn1-10 employeesmechanical or industrial engineering

Prospect flagsHigh feesHigh assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$1.9M

+9.8% from 2016

Total participants

-14.3% from 2016

Average account balance

$315,264

-8.5% from 2016

Annual return

9.68%

+12.93 pp from 2016

Benchmarks

See 1,269 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,269 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$338K

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+3.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$111

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 codes2E2F2G2T3D

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.
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.

Opportunity flags

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$33K

$5496 / participant

Other / not subdivided$33K100.0%

% of EOY assets

1.743%

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

$315,264

$96,965+225.1%

$97,995+221.7%

$147,585+113.6%

Participation rate

100.0%

83.6%+16.4pp

82.4%+17.6pp

82.8%+17.2pp

Annual return

9.68%

24.11%-14.4pp

23.94%-14.3pp

578.58%-568.9pp

Employer contribution / active EE

$5,309

$4,536+17.0%

$4,158+27.7%

$4,876+8.9%

Participant deferral / active EE

$5,081-100.0%

$5,097-100.0%

$5,439-100.0%

Admin fee / account holder

$5,496

$8,120-32.3%

$5,943-7.5%

$10,886-49.5%

JUUL CONTRACTING CO., PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JUUL CONTRACTING CO., 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