Retirement plan

JELINEK HARDWARE COMPANY SAFE HARBOR 401(K) PROFIT SHARING PLAN

Name: JELINEK HARDWARE COMPANY - JELINEK HARDWARE COMPANY SAFE HARBOR 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: JELINEK HARDWARE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JELINEK HARDWARE COMPANY SAFE HARBOR 401(K) PROFIT SHARING PLAN, JELINEK HARDWARE COMPANY

JELINEK HARDWARE COMPANYEIN 47-0462796Plan #001PY 2017

1704 WEST 3RD STREET - GRAND ISLAND, NE 68803308-382-0897LinkedIn51-200 employeesbuilding materials

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$7.5M

+18.9% from 2016

Total participants

118

+0.9% from 2016

Average account balance

$63,963

+17.9% from 2016

Annual return

18.70%

+10.44 pp from 2016

Benchmarks

See 2,319 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,319 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.24M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

103

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.

108.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$164K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14122

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

Top 3 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY1 year Service code 15 · EIN 01-0233346	Recordkeeping	$725
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811	Advisory (Participants)	$0
WILSHIRE ASSOCIATES INCORPORATED1 year Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$725

$7 / participant

Other / not subdivided$725100.0%

% of EOY assets

0.010%

all-in expense ratio

Categories reported

0 / 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: LUTZ & COMPANY, PC
Auditor EIN: 470625816
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$63,963

$51,466+24.3%

$78,778-18.8%

$62,293+2.7%

Participation rate

100.0%

59.8%+40.2pp

69.2%+30.8pp

69.5%+30.5pp

Annual return

18.70%

19.96%-1.3pp

35.62%-16.9pp

28.90%-10.2pp

Employer contribution / active EE

$1,991

$827+140.6%

$1,986+0.2%

$2,042-2.5%

Participant deferral / active EE

$526

$2,147-75.5%

$2,958-82.2%

$3,169-83.4%

Admin fee / account holder

$489-98.7%

$5,134-99.9%

$479-98.7%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY1 year

Service code 15 · EIN 01-0233346

Recordkeeping

$725

EDWARD JONES1 year

Filed as: EDWARD D. JONES & CO., L.P.

Service code 26 · EIN 43-0345811

Advisory (Participants)

WILSHIRE ASSOCIATES INCORPORATED1 year

Filed as: WILSHIRE ASSOCIATES INC

Service code 26 · EIN 95-2755361

Advisory (Participants)

JELINEK HARDWARE COMPANY SAFE HARBOR 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JELINEK HARDWARE COMPANY SAFE HARBOR 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