Retirement plan

JEDMED INSTRUMENT COMPANY EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN

Name: JEDMED INSTRUMENT COMPANY - JEDMED INSTRUMENT COMPANY EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN (2017) Form 5500
Creator: JEDMED INSTRUMENT COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEDMED INSTRUMENT COMPANY EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN, JEDMED INSTRUMENT COMPANY

JEDMED INSTRUMENT COMPANYEIN 43-1141467Plan #004PY 2017

5416 JEDMED COURT - ST. LOUIS, MO 631292221314-845-3770

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$12M

+9.7% from 2016

Total participants

+2.4% from 2016

Average account balance

$291,491

+1.7% from 2016

Annual return

6.66%

-0.13 pp from 2016

Benchmarks

See 14,968 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,968 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.66M

Not enough data

1 years with asset history on file

Average account balance

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

$320K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$830K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+6.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18652

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 codes2O2E2F2H2J2T

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
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.

Opportunity flags

3 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$255K

$7273 / participant

Other / not subdivided$255K100.0%

% of EOY assets

2.130%

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

$291,491

$67,602+331.2%

$82,312+254.1%

$70,126+315.7%

Participation rate

97.1%

72.8%+24.4pp

76.9%+20.2pp

69.5%+27.6pp

Annual return

6.66%

21.57%-14.9pp

25.88%-19.2pp

73.15%-66.5pp

Employer contribution / active EE

$11,429

$1,755+551.2%

$2,428+370.6%

$2,343+387.9%

Participant deferral / active EE

$5,203

$2,987+74.2%

$3,706+40.4%

$3,332+56.2%

Admin fee / account holder

$6,209

$4,512+37.6%

$5,608+10.7%

$4,645+33.7%

JEDMED INSTRUMENT COMPANY EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEDMED INSTRUMENT COMPANY EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL 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