Retirement plan

JACAM CHEMICAL COMPANY 2013, LLC 401(K) PROFIT SHARING PLAN

Name: JACAM CHEMICAL COMPANY 2013, LLC - JACAM CHEMICAL COMPANY 2013, LLC 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: JACAM CHEMICAL COMPANY 2013, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACAM CHEMICAL COMPANY 2013, LLC 401(K) PROFIT SHARING PLAN, JACAM CHEMICAL COMPANY 2013, LLC

JACAM CHEMICAL COMPANY 2013, LLCEIN 46-2105629Plan #001PY 2018

PO BOX 96 - STERLING, KS 675790096620-278-3355LinkedIn501-1000 employeeschemicals

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$14.7M

-0.1% from 2017

Total participants

584

+4.1% from 2017

Average account balance

$33,331

-6.7% from 2017

Annual return

-5.76%

-21.61 pp from 2017

Benchmarks

See 1,154 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,154 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$61.32M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

1,315

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.

91.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.56M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$228

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$117,808
PURSHE KAPLAN STERLING INV1 year Filed as: PURSHE KAPLAN STERLING Service code 27 18 CORPORATE BLVD · ALBANY, NY 12211	Advisory (Plan)	$28,855
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON FINANCIAL Service code 31 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062	Named fiduciary	$10,563
SECURITIES AMERICA INC4+ years Filed as: SECURITIES AMERICA, INC. Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128	Advisory (Plan)	$5,828

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

$140K

$265 / participant

Investment mgmt$140K100.0%

% of EOY assets

0.953%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ADAMS, BROWN, BERAN & BALL CHTD.
Auditor EIN: 481040139
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,331

$65,223-48.9%

$80,022-58.3%

$55,725-40.2%

Participation rate

72.9%

80.6%-7.6pp

75.8%-2.9pp

70.9%+2.1pp

Annual return

-5.76%

7.59%-13.3pp

11.22%-17.0pp

244.93%-250.7pp

Employer contribution / active EE

$2,284

$2,544-10.2%

$2,468-7.4%

$2,078+9.9%

Participant deferral / active EE

$3,758

$3,881-3.2%

$3,686+2.0%

$3,356+12.0%

Admin fee / account holder

$318

$114+178.2%

$6,521-95.1%

$115+175.8%

Provider

Service type

Compensation

NATIONWIDE4+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$117,808

PURSHE KAPLAN STERLING INV1 year

Filed as: PURSHE KAPLAN STERLING

Service code 27

18 CORPORATE BLVD · ALBANY, NY 12211

Advisory (Plan)

$28,855

IRON-CO-FID-COMPREHENSIVE2 years

Filed as: IRON FINANCIAL

Service code 31

630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062

Named fiduciary

$10,563

SECURITIES AMERICA INC4+ years

Filed as: SECURITIES AMERICA, INC.

Service code 27

12325 PORT GRACE BLVD · LAVISTA, NE 68128

Advisory (Plan)

$5,828

JACAM CHEMICAL COMPANY 2013, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JACAM CHEMICAL COMPANY 2013, LLC 401(K) PROFIT SHARING 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