Retirement plan

JEFFERSON SPRINKLER, INC. PROFIT SHARING PLAN

Name: JEFFERSON SPRINKLER, INC. - JEFFERSON SPRINKLER, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: JEFFERSON SPRINKLER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEFFERSON SPRINKLER, INC. PROFIT SHARING PLAN, JEFFERSON SPRINKLER, INC.

JEFFERSON SPRINKLER, INC.EIN 72-0797005Plan #001PY 2017

POST OFFICE BOX 129 - GRETNA, LA 700540129504-362-0198jeffersonsprinkler.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.5M

+15.3% from 2016

Total participants

+1.6% from 2016

Average account balance

$179,096

+13.5% from 2016

Annual return

13.87%

+7.75 pp from 2016

Benchmarks

See 14,318 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort14,318 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.27M

Not enough data

1 years with asset history on file

Average account balance

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

$201K

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.

122.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$816K

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

+10.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6403

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

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

$540K

$10386 / participant

Other / not subdivided$540K100.0%

% of EOY assets

4.712%

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

$179,096

$63,346+182.7%

$92,240+94.2%

$70,126+155.4%

Participation rate

100.0%

68.7%+31.3pp

76.5%+23.5pp

69.5%+30.5pp

Annual return

13.87%

530.19%-516.3pp

176.29%-162.4pp

73.15%-59.3pp

Employer contribution / active EE

$11,425

$2,471+362.3%

$3,680+210.5%

$2,343+387.7%

Participant deferral / active EE

$1,347

$2,854-52.8%

$3,897-65.4%

$3,332-59.6%

Admin fee / account holder

$8,438

$3,841+119.7%

$5,194+62.5%

$4,645+81.6%

JEFFERSON SPRINKLER, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEFFERSON SPRINKLER, 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