Retirement plan

JUNIOR ACHIEVEMENT OF THE BLUEGRASS 401(K) PLAN

Name: JUNIOR ACHIEVEMENT OF THE BLUEGRASS - JUNIOR ACHIEVEMENT OF THE BLUEGRASS 401(K) PLAN (2019) Form 5500
Creator: JUNIOR ACHIEVEMENT OF THE BLUEGRASS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JUNIOR ACHIEVEMENT OF THE BLUEGRASS 401(K) PLAN, JUNIOR ACHIEVEMENT OF THE BLUEGRASS

JUNIOR ACHIEVEMENT OF THE BLUEGRASSEIN 61-0606480Plan #002PY 2019

1092 DUVAL STREET, SUITE 240 - LEXINGTON, KY 40515859-219-2423jalexington.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$636K

+29.2% from 2018

Total participants

0.0% from 2018

Average account balance

$127,179

+29.2% from 2018

Annual return

22.26%

+26.55 pp from 2018

Benchmarks

See 6,053 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,053 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$123K

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

18.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+15.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$31098

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$100

$25 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.016%

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

$127,179

$77,419+64.3%

$69,461+83.1%

$152,885-16.8%

Participation rate

100.0%

78.1%+21.9pp

74.6%+25.4pp

82.5%+17.5pp

Annual return

22.26%

39.07%-16.8pp

28.97%-6.7pp

345.39%-323.1pp

Employer contribution / active EE

$4,956

$3,315+49.5%

$2,779+78.3%

$4,763+4.0%

Participant deferral / active EE

$3,535

$4,414-19.9%

$3,5360%

$5,851-39.6%

Admin fee / account holder

$20

$6,207-99.7%

$3,840-99.5%

$11,598-99.8%

JUNIOR ACHIEVEMENT OF THE BLUEGRASS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JUNIOR ACHIEVEMENT OF THE BLUEGRASS 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