Retirement plan

ROBERT WOOD JOHNSON IV 401(K) PROFIT SHARING PLAN

Name: ROBERT WOOD JOHNSON IV - ROBERT WOOD JOHNSON IV 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: ROBERT WOOD JOHNSON IV
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROBERT WOOD JOHNSON IV 401(K) PROFIT SHARING PLAN, ROBERT WOOD JOHNSON IV

ROBERT WOOD JOHNSON IVEIN 59-1659841Plan #001PY 2019

610 FIFTH AVENUE, SECOND FLOOR - NEW YORK, NY 10020212-332-7500LinkedIn11-50 employeesrecreational facilities and services

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$701K

+33.2% from 2018

Total participants

+70.0% from 2018

Average account balance

$77,842

+18.4% from 2018

Annual return

21.78%

+26.68 pp from 2018

Benchmarks

See 7,347 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,347 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.57M

Not enough data

1 years with asset history on file

Average account balance

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

$224K

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.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+12.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1433

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 codes2E2F2G2J3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$12K

$900 / participant

Other / not subdivided$12K100.0%

% of EOY assets

1.670%

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

$77,842

$176,688-55.9%

$130,660-40.4%

$152,885-49.1%

Participation rate

38.5%

79.0%-40.5pp

71.7%-33.3pp

82.5%-44.0pp

Annual return

21.78%

2693.08%-2671.3pp

1709.29%-1687.5pp

345.39%-323.6pp

Employer contribution / active EE

$1,438

$5,743-75.0%

$4,092-64.9%

$4,763-69.8%

Participant deferral / active EE

$4,071

$4,362-6.7%

$3,603+13.0%

$5,851-30.4%

Admin fee / account holder

$1,300

$7,131-81.8%

$5,463-76.2%

$11,598-88.8%

ROBERT WOOD JOHNSON IV 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROBERT WOOD JOHNSON IV 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