Retirement plan

JOHN A. JURGIEL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

Name: JOHN A. JURGIEL & ASSOCIATES, INC. - JOHN A. JURGIEL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: JOHN A. JURGIEL & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN A. JURGIEL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST, JOHN A. JURGIEL & ASSOCIATES, INC.

JOHN A. JURGIEL & ASSOCIATES, INC.EIN 43-1131146Plan #001PY 2018

123 NORTH MAIN STREET - ST. CHARLES, MO 63301636-757-3060jurgiel.comLinkedIn1-10 employeesenvironmental services

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$1.9M

-3.5% from 2017

Total participants

+10.0% from 2017

Average account balance

$206,732

-3.5% from 2017

Annual return

-9.56%

-29.54 pp from 2017

Benchmarks

See 116,760 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,760 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.48M

Not enough data

1 years with asset history on file

Average account balance

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

$290K

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.

73.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$159K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$102

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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$897

$82 / participant

Other / not subdivided$897100.0%

% of EOY assets

0.048%

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

$206,732

$138,072+49.7%

$123,549+67.3%

$135,382+52.7%

Participation rate

81.8%

84.7%-2.9pp

82.3%-0.5pp

82.6%-0.8pp

Annual return

-9.56%

153.69%-163.3pp

119.20%-128.8pp

519.77%-529.3pp

Employer contribution / active EE

$4,203

$5,152-18.4%

$4,628-9.2%

$4,779-12.0%

Participant deferral / active EE

$6,366

$6,799-6.4%

$6,426-0.9%

$5,609+13.5%

Admin fee / account holder

$100

$10,917-99.1%

$9,284-98.9%

$10,829-99.1%

JOHN A. JURGIEL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN A. JURGIEL & ASSOCIATES, INC. PROFIT SHARING 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