Retirement plan

JETSTREAM GROUND SERVICES, INC. 401(K) PLAN

Name: JETSTREAM GROUND SERVICES, INC. - JETSTREAM GROUND SERVICES, INC. 401(K) PLAN (2018) Form 5500
Creator: JETSTREAM GROUND SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JETSTREAM GROUND SERVICES, INC. 401(K) PLAN, JETSTREAM GROUND SERVICES, INC.

JETSTREAM GROUND SERVICES, INC.EIN 65-0646137Plan #001PY 2018

1070 E. INDIANTOWN ROAD #400 - JUPITER, FL 33477561-746-3282LinkedIn1001-5000 employeesairlines/aviation

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$2.2M

+2.6% from 2017

Total participants

1,527

-12.2% from 2017

Average account balance

$1,580

-15.5% from 2017

Annual return

-4.33%

-19.45 pp from 2017

Benchmarks

See 672 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants250-999

Cohort672 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.99M

Not enough data

1 years with asset history on file

Average account balance

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

$3K

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.

981

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.

79.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$674K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+6.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$188

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
EDWARD JONES1 year Filed as: EDWARD JONES & CO Service code 27 · EIN 43-0345811	Advisory (Plan)	$10,066
ORIENTAL PENSION CONSULTANTS1 year Service code 15 · EIN 59-2356441	Recordkeeping	$8,180
MASSACHUSETTS MUTUAL LIFE INS. CO.3 years Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850	Recordkeeping	$6,352
ENVESTNET RETIREMENT SOLUTIONS, LLC1 year Filed as: ENVESTNET Service code 27 · EIN 61-1732930	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2J2K2F2G3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$25K

$37 / participant

Other / not subdivided$25K100.0%

% of EOY assets

1.140%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HOLYFIELD & THOMAS, LLC
Auditor EIN: 651083521
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,580

$41,467-96.2%

$67,313-97.7%

$55,725-97.2%

Participation rate

75.5%

62.5%+13.0pp

69.1%+6.5pp

70.9%+4.7pp

Annual return

-4.33%

0.82%-5.1pp

-4.08%-0.2pp

244.93%-249.3pp

Employer contribution / active EE

$88

$1,316-93.3%

$2,566-96.6%

$2,078-95.8%

Participant deferral / active EE

$839

$2,399-65.0%

$3,568-76.5%

$3,356-75.0%

Admin fee / account holder

$18

$102-82.4%

$4,507-99.6%

$115-84.4%

Provider

Service type

Compensation

EDWARD JONES1 year

Filed as: EDWARD JONES & CO

Service code 27 · EIN 43-0345811

Advisory (Plan)

$10,066

ORIENTAL PENSION CONSULTANTS1 year

Service code 15 · EIN 59-2356441

Recordkeeping

$8,180

MASSACHUSETTS MUTUAL LIFE INS. CO.3 years

Filed as: MASSMUTUAL LIFE INS. CO.

Service code 15 · EIN 04-1590850

Recordkeeping

$6,352

ENVESTNET RETIREMENT SOLUTIONS, LLC1 year

Filed as: ENVESTNET

Service code 27 · EIN 61-1732930

Advisory (Plan)

JETSTREAM GROUND SERVICES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JETSTREAM GROUND SERVICES, 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