Retirement plan

JENSEN HUGHES 401(K) AND PROFIT SHARING PLAN

Name: JENSEN HUGHES, INC. - JENSEN HUGHES 401(K) AND PROFIT SHARING PLAN (2017) Form 5500
Creator: JENSEN HUGHES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JENSEN HUGHES 401(K) AND PROFIT SHARING PLAN, JENSEN HUGHES, INC.

JENSEN HUGHES, INC.EIN 52-1199515Plan #001PY 2017

3610 COMMERCE DRIVE, SUITE 817 - BALTIMORE, MD 21227312-879-7220jensenhughes.comLinkedIn1001-5000 employeespublic safety

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$140.2M

+16.9% from 2016

Total participants

911

-16.5% from 2016

Average account balance

$165,666

+27.2% from 2016

Annual return

19.30%

-15.79 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$253.94M

Not enough data

1 years with asset history on file

Average account balance

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

$198K

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.

1,281

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.

96.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16.58M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+14.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$105

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
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$72,950
THE LAMPO GROUP, INC.1 year Filed as: LAMPO GROUP LLC Service code 16 1749 MALLORY LN · BRENTWOOD, TN 37027	Consulting	$10,800
AMERICAN FUNDS3+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 ONE PARKVIEW PLAZA · OAKBROOK TERRACE, IL 60181	Advisory (Plan)	$10,000
EVOLVE ATTESTATION SERVICES1 year Service code 10 4256 N ARLINGTON HEIGHTS ROAD · ARLINGTON HEIGHTS, IL 60004	Accounting	$6,600

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$104K

$151 / participant

Investment mgmt$10K9.6%
Other / not subdivided$94K90.4%

% of EOY assets

0.074%

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: EVOLVE FINANCIAL
Auditor EIN: 463683619
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$165,666

$155,795+6.3%

$136,297+21.5%

$69,631+137.9%

Participation rate

90.6%

75.2%+15.3pp

81.9%+8.6pp

70.7%+19.9pp

Annual return

19.30%

232464.33%-232445.0pp

5156.19%-5136.9pp

27571.02%-27551.7pp

Employer contribution / active EE

$2,991-100.0%

$4,696-100.0%

$2,032-100.0%

Participant deferral / active EE

$10,244

$5,394+89.9%

$6,247+64.0%

$3,224+217.8%

Admin fee / account holder

$123

$128-4.4%

$9,244-98.7%

$110+11.0%

Provider

Service type

Compensation

T ROWE PRICE RPS INC3+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$72,950

THE LAMPO GROUP, INC.1 year

Filed as: LAMPO GROUP LLC

Service code 16

1749 MALLORY LN · BRENTWOOD, TN 37027

Consulting

$10,800

AMERICAN FUNDS3+ years

Filed as: CAPITAL STRATEGIES INVESTMENT GROUP

Service code 27

ONE PARKVIEW PLAZA · OAKBROOK TERRACE, IL 60181

Advisory (Plan)

$10,000

EVOLVE ATTESTATION SERVICES1 year

Service code 10

4256 N ARLINGTON HEIGHTS ROAD · ARLINGTON HEIGHTS, IL 60004

Accounting

$6,600

JENSEN HUGHES 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JENSEN HUGHES 401(K) AND 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