Retirement plan

JOCS, INC. DBA CHICK-FIL-A OF WINTERVILLE SAFE HARBOR 401K PROFIT SHARING PLAN

Name: JOCS, INC. - JOCS, INC. DBA CHICK-FIL-A OF WINTERVILLE SAFE HARBOR 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: JOCS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOCS, INC. DBA CHICK-FIL-A OF WINTERVILLE SAFE HARBOR 401K PROFIT SHARING PLAN, JOCS, INC.

JOCS, INC.dba CHICK-FIL-A OF WINTERVILLE FSUEIN 47-4319278Plan #001PY 2016

2603, SPRING CREEK DRIVE - GRIMESLAND, NC 27837252-321-1382

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$466K

No prior year

Total participants

No prior year

Average account balance

$51,819

No prior year

Annual return

4.91%

No prior year

Benchmarks

See 6,181 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,181 peers

Snapshot2016

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)

$82K

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.

42.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$87K

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

+11.69%

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 codes2E2J2R2F3D

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).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the 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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$150

$7 / participant

Other / not subdivided$150100.0%

% of EOY assets

0.032%

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

$51,819

$103,949-50.1%

$69,182-25.1%

$273,972-81.1%

Participation rate

33.3%

67.4%-34.0pp

55.1%-21.8pp

83.0%-49.7pp

Annual return

4.91%

35.28%-30.4pp

-21.93%+26.8pp

41.46%-36.5pp

Employer contribution / active EE

$582

$1,783-67.4%

$1,206-51.8%

$4,869-88.0%

Participant deferral / active EE

$1,006

$2,716-63.0%

$1,897-47.0%

$5,287-81.0%

Admin fee / account holder

$17

$3,671-99.5%

$2,697-99.4%

$10,133-99.8%

JOCS, INC. DBA CHICK-FIL-A OF WINTERVILLE SAFE HARBOR 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOCS, INC. DBA CHICK-FIL-A OF WINTERVILLE SAFE HARBOR 401K 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