Retirement plan

PRICE & JOHNSON SAFE HARBOR 401K PLAN

Name: PRICE & JOHNSON INSURANCE - PRICE & JOHNSON SAFE HARBOR 401K PLAN (2016) Form 5500
Creator: PRICE & JOHNSON INSURANCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRICE & JOHNSON SAFE HARBOR 401K PLAN, PRICE & JOHNSON INSURANCE

PRICE & JOHNSON INSURANCEEIN 43-1817427Plan #001PY 2016

1101 W OLD BUS HWY 36 - CHILLICOTHE, MO 64601660-646-6245

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$143K

+50.3% from 2015

Total participants

0.0% from 2015

Average account balance

$47,768

+50.3% from 2015

Annual return

6.56%

+9.64 pp from 2015

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$809K

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+14.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$286

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 codes2H2J

Plan features

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.

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

$949

$316 / participant

Other / not subdivided$949100.0%

% of EOY assets

0.662%

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

$47,768

$153,769-68.9%

$133,975-64.3%

$273,972-82.6%

Participation rate

100.0%

88.4%+11.6pp

87.1%+12.9pp

83.0%+17.0pp

Annual return

6.56%

36.51%-29.9pp

29.29%-22.7pp

41.46%-34.9pp

Employer contribution / active EE

$2,572

$6,029-57.3%

$5,211-50.6%

$4,869-47.2%

Participant deferral / active EE

$11,333

$6,958+62.9%

$6,282+80.4%

$5,287+114.4%

Admin fee / account holder

$316

$11,765-97.3%

$9,324-96.6%

$10,133-96.9%

PRICE & JOHNSON SAFE HARBOR 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRICE & JOHNSON SAFE HARBOR 401K 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