Retirement plan

D.C. JOHNSON AND ASSOCIATES, INC. PROFIT SHARING PLAN

Name: D.C. JOHNSON AND ASSOCIATES, INC. - D.C. JOHNSON AND ASSOCIATES, INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: D.C. JOHNSON AND ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D.C. JOHNSON AND ASSOCIATES, INC. PROFIT SHARING PLAN, D.C. JOHNSON AND ASSOCIATES, INC.

D.C. JOHNSON AND ASSOCIATES, INC.EIN 59-2214086Plan #001PY 2016

11911 CURLEY ST - SAN ANTONIO, FL 335768200352-588-2768dcjohnson.comLinkedIn11-50 employees

Prospect flagsLow returnsHigh feesLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

No prior year

Total participants

No prior year

Average account balance

$100,779

No prior year

Annual return

2.96%

No prior year

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.96M

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.

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.

104.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$420K

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

+16.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22230

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 codes2E2F2G2T3D

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.
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

4 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$502K

$41819 / participant

Other / not subdivided$502K100.0%

% of EOY assets

33.196%

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

$100,779

$135,956-25.9%

$123,894-18.7%

$273,972-63.2%

Participation rate

83.3%

84.1%-0.7pp

81.4%+1.9pp

83.0%+0.3pp

Annual return

2.96%

56.63%-53.7pp

47.52%-44.6pp

41.46%-38.5pp

Employer contribution / active EE

$2,917

$5,170-43.6%

$4,617-36.8%

$4,869-40.1%

Participant deferral / active EE

$238

$6,343-96.3%

$5,984-96.0%

$5,287-95.5%

Admin fee / account holder

$33,455

$9,817+240.8%

$8,357+300.3%

$10,133+230.2%

D.C. JOHNSON AND ASSOCIATES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

D.C. JOHNSON AND ASSOCIATES, INC. 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