Retirement plan

ST. JOHNS DOOR AND WINDOW, INC. 401(K) PLAN

Name: ST. JOHNS DOOR AND WINDOW, INC. - ST. JOHNS DOOR AND WINDOW, INC. 401(K) PLAN (2019) Form 5500
Creator: ST. JOHNS DOOR AND WINDOW, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ST. JOHNS DOOR AND WINDOW, INC. 401(K) PLAN, ST. JOHNS DOOR AND WINDOW, INC.

ST. JOHNS DOOR AND WINDOW, INC.EIN 59-3448762Plan #001PY 2019

5305 A1A S - ST AUGUSTINE, FL 32080904-461-9542stjohnsdoorandwindow.comLinkedIn1-10 employeesconstruction

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$170K

+27.5% from 2018

Total participants

-12.5% from 2018

Average account balance

$42,440

+27.5% from 2018

Annual return

21.54%

+27.87 pp from 2018

Benchmarks

See 35,151 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,151 peers

Snapshot2019

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$168K

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+16.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$308

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2F2G2J2T3D

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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$602

$86 / participant

Other / not subdivided$602100.0%

% of EOY assets

0.355%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,440

$102,966-58.8%

$90,281-53.0%

$152,861-72.2%

Participation rate

57.1%

75.9%-18.7pp

73.3%-16.1pp

82.4%-25.3pp

Annual return

21.54%

95.16%-73.6pp

78.10%-56.6pp

345.32%-323.8pp

Employer contribution / active EE

$456

$3,139-85.5%

$2,854-84.0%

$4,762-90.4%

Participant deferral / active EE

$684

$4,281-84.0%

$3,885-82.4%

$5,850-88.3%

Admin fee / account holder

$151

$6,171-97.6%

$5,351-97.2%

$11,596-98.7%

ST. JOHNS DOOR AND WINDOW, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ST. JOHNS DOOR AND WINDOW, 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