Retirement plan

JDMCN RETIREMENT PLAN

Name: UNION INSTALLATIONS, INC. - JDMCN RETIREMENT PLAN (2020) Form 5500
Creator: UNION INSTALLATIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JDMCN RETIREMENT PLAN, UNION INSTALLATIONS, INC.

UNION INSTALLATIONS, INC.EIN 47-4255939Plan #001PY 2020

16 ANNIE MOORE RD - BOLTON, MA 01740781-635-7335unioninstallations.comLinkedIn11-50 employeesfurniture

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$291K

+5.6% from 2019

Total participants

+200.0% from 2019

Average account balance

$96,958

-64.8% from 2019

Annual return

0.66%

+3.10 pp from 2019

Benchmarks

See 42,037 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,037 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$354K

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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

$19K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+2.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$101

$34 / participant

Other / not subdivided$101100.0%

% of EOY assets

0.035%

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

$96,958

$115,810-16.3%

$101,271-4.3%

$158,966-39.0%

Participation rate

100.0%

79.4%+20.6pp

75.8%+24.2pp

82.0%+18.0pp

Annual return

0.66%

56.15%-55.5pp

46.48%-45.8pp

302.95%-302.3pp

Employer contribution / active EE

$2,006

$4,175-52.0%

$3,660-45.2%

$4,762-57.9%

Participant deferral / active EE

$2,509

$4,958-49.4%

$4,371-42.6%

$5,983-58.1%

Admin fee / account holder

$34

$7,248-99.5%

$5,948-99.4%

$11,250-99.7%

JDMCN RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JDMCN RETIREMENT 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