Retirement plan

J W J CONSTRUCTION SERVICE, INC. MONEY PURCHASE PLAN

Name: J W J CONSTRUCTION SERVICE, INC. - J W J CONSTRUCTION SERVICE, INC. MONEY PURCHASE PLAN (2017) Form 5500
Creator: J W J CONSTRUCTION SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J W J CONSTRUCTION SERVICE, INC. MONEY PURCHASE PLAN, J W J CONSTRUCTION SERVICE, INC.

J W J CONSTRUCTION SERVICE, INC.EIN 43-1803269Plan #002PY 2017

459 ANGELIQUE PLACE - ST. CHARLES, MO 63303314-514-9004

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$806K

+20.5% from 2016

Total participants

0.0% from 2016

Average account balance

$806,353

+20.5% from 2016

Annual return

13.46%

+6.25 pp from 2016

Benchmarks

See 37,231 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,231 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.56M

Not enough data

1 years with asset history on file

Average account balance

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

$1.6M

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

$41K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$41K

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

+11.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8631

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 codes2C3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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

2 tripped

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

$4K

$4011 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.497%

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

$806,353

$106,003+660.7%

$92,236+774.2%

$147,585+446.4%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

13.46%

50.05%-36.6pp

176.29%-162.8pp

578.57%-565.1pp

Employer contribution / active EE

$47,000

$4,333+984.7%

$3,679+1177.4%

$4,876+863.8%

Participant deferral / active EE

$4,478-100.0%

$3,897-100.0%

$5,439-100.0%

Admin fee / account holder

$4,011

$6,333-36.7%

$5,194-22.8%

$10,885-63.2%

J W J CONSTRUCTION SERVICE, INC. MONEY PURCHASE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J W J CONSTRUCTION SERVICE, INC. MONEY PURCHASE 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