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 (2020) 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 2020

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)

$888K

+26.7% from 2019

Total participants

-17.6% from 2019

Average account balance

$110,974

+42.6% from 2019

Annual return

16.85%

-4.94 pp from 2019

Benchmarks

See 7,661 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,661 peers

Snapshot2020

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

$16K

$1440 / participant

Other / not subdivided$16K100.0%

% of EOY assets

1.784%

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

$110,974

$176,402-37.1%

$134,162-17.3%

$158,966-30.2%

Participation rate

45.5%

78.7%-33.3pp

72.2%-26.7pp

82.0%-36.5pp

Annual return

16.85%

63.66%-46.8pp

36.35%-19.5pp

302.95%-286.1pp

Employer contribution / active EE

$1,677

$5,042-66.7%

$3,705-54.7%

$4,762-64.8%

Participant deferral / active EE

$5,882

$4,093+43.7%

$3,500+68.1%

$5,983-1.7%

Admin fee / account holder

$1,980

$8,719-77.3%

$6,685-70.4%

$11,250-82.4%

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