Retirement plan

DARRELL JACOBS TRUCKING, INC. 401(K) PLAN

Name: DARRELL JACOBS TRUCKING INC - DARRELL JACOBS TRUCKING, INC. 401(K) PLAN (2019) Form 5500
Creator: DARRELL JACOBS TRUCKING INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DARRELL JACOBS TRUCKING, INC. 401(K) PLAN, DARRELL JACOBS TRUCKING INC

DARRELL JACOBS TRUCKING INCEIN 41-2031774Plan #001PY 2019

3867 FLINT ST - KLAMATH FALLS, OR 97601541-884-0023

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$361K

+23.0% from 2018

Total participants

-12.5% from 2018

Average account balance

$60,213

+43.5% from 2018

Annual return

19.28%

+33.59 pp from 2018

Benchmarks

See 6,730 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,730 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$923K

Not enough data

1 years with asset history on file

Average account balance

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

$154K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1510

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the 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

$45K

$7509 / participant

Other / not subdivided$45K100.0%

% of EOY assets

12.470%

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

$60,213

$96,508-37.6%

$75,901-20.7%

$152,897-60.6%

Participation rate

83.3%

76.2%+7.1pp

69.3%+14.1pp

82.5%+0.9pp

Annual return

19.28%

33.99%-14.7pp

30.76%-11.5pp

345.43%-326.2pp

Employer contribution / active EE

$2,324

$3,310-29.8%

$2,501-7.1%

$4,764-51.2%

Participant deferral / active EE

$6,468

$4,554+42.0%

$3,603+79.5%

$5,851+10.5%

Admin fee / account holder

$7,509

$8,081-7.1%

$5,420+38.5%

$11,599-35.3%

DARRELL JACOBS TRUCKING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DARRELL JACOBS TRUCKING, INC. 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