Retirement plan

JOE'S STONE CRABS, INC. 401(K) PLAN

Name: JOES STONE CRABS, INC. - JOE'S STONE CRABS, INC. 401(K) PLAN (2018) Form 5500
Creator: JOES STONE CRABS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOE'S STONE CRABS, INC. 401(K) PLAN, JOES STONE CRABS, INC.

JOES STONE CRABS, INC.EIN 59-0601879Plan #003PY 2018

11 WASHINGTON AVE - MIAMI BEACH, FL 33139305-673-0365joesstonecrab.comLinkedIn201-500 employeesrestaurants

Other plans on this EIN

1 filing

#002Retirement-$7.8M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$13.7M

+12.6% from 2017

Total participants

390

-4.9% from 2017

Average account balance

$54,471

+14.8% from 2017

Annual return

8.29%

-2.66 pp from 2017

Benchmarks

See 746 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants250-999

Cohort746 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$17.45M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

238

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.

56.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.32M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+8.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$84

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

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Service providers

Top 10 of 11 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$13,193
AMERICAN FUNDS1 year Service code 52 · EIN 94-6050854	Indirect Investment Fees	$0
AMERICAN FUNDS1 year Filed as: AMG FUNDS Service code 52 · EIN 33-0434037	Indirect Investment Fees	$0
BARON1 year Service code 52 · EIN 13-3806818	Indirect Investment Fees	$0
BLACKROCK1 year Service code 52 · EIN 51-0318674	Indirect Investment Fees	$0
COHEN & STEERS1 year Service code 52 · EIN 90-0342299	Indirect Investment Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387	Indirect Investment Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3095387	Indirect Investment Fees	$0
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 90-0342299	Indirect Investment Fees	$0
MFS INVESTMENT MANAGEMENT1 year Service code 52 · EIN 04-3379729	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G3D3H2T

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$13K

$36 / participant

Investment mgmt$12K88.2%
Contract admin$2K11.8%

% of EOY assets

0.096%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,471

$23,224+134.5%

$71,086-23.4%

$55,725-2.2%

Participation rate

62.2%

37.9%+24.3pp

54.7%+7.6pp

70.9%-8.6pp

Annual return

8.29%

-2.87%+11.2pp

650.59%-642.3pp

244.93%-236.6pp

Employer contribution / active EE

$582

$436+33.5%

$1,088-46.5%

$2,078-72.0%

Participant deferral / active EE

$1,986

$929+113.8%

$1,874+6.0%

$3,356-40.8%

Admin fee / account holder

$53

$118-55.4%

$3,082-98.3%

$115-54.4%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$13,193

AMERICAN FUNDS1 year

Service code 52 · EIN 94-6050854

Indirect Investment Fees

AMERICAN FUNDS1 year

Filed as: AMG FUNDS

Service code 52 · EIN 33-0434037

Indirect Investment Fees

BARON1 year

Service code 52 · EIN 13-3806818

Indirect Investment Fees

BLACKROCK1 year

Service code 52 · EIN 51-0318674

Indirect Investment Fees

COHEN & STEERS1 year

Service code 52 · EIN 90-0342299

Indirect Investment Fees

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY ADVISOR

Service code 52 · EIN 04-3335387

Indirect Investment Fees

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY INVESTMENTS

Service code 52 · EIN 04-3095387

Indirect Investment Fees

FRANKLIN TEMPLETON1 year

Filed as: FRANKLINTEMPLETON

Service code 52 · EIN 90-0342299

Indirect Investment Fees

MFS INVESTMENT MANAGEMENT1 year

Service code 52 · EIN 04-3379729

Indirect Investment Fees

JOE'S STONE CRABS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOE'S STONE CRABS, INC. 401(K) 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