Retirement plan

EMPLOYEE BENEFIT PLAN OF JUNCTION FIVE-O-FIVE

Name: JUNCTION FIVE-O-FIVE - EMPLOYEE BENEFIT PLAN OF JUNCTION FIVE-O-FIVE (2016) Form 5500
Creator: JUNCTION FIVE-O-FIVE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF JUNCTION FIVE-O-FIVE, JUNCTION FIVE-O-FIVE

JUNCTION FIVE-O-FIVEEIN 74-2212674Plan #003PY 2016

4410 COLLEGE MAIN ST - BRYAN, TX 77801979-846-3670LinkedIn1-10 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$139K assets

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$21K

-75.8% from 2015

Total participants

-20.0% from 2015

Average account balance

$5,257

-69.8% from 2015

Annual return

5.13%

+7.70 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$43K

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

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

+10.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$81K

$27128 / participant

Other / not subdivided$81K100.0%

% of EOY assets

387.032%

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

$5,257

$181,896-97.1%

$156,551-96.6%

$273,972-98.1%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

5.13%

30.74%-25.6pp

32.23%-27.1pp

41.46%-36.3pp

Employer contribution / active EE

$1,324

$6,248-78.8%

$5,501-75.9%

$4,869-72.8%

Participant deferral / active EE

$2,293

$5,550-58.7%

$4,871-52.9%

$5,287-56.6%

Admin fee / account holder

$20,346

$15,560+30.8%

$13,028+56.2%

$10,133+100.8%

EMPLOYEE BENEFIT PLAN OF JUNCTION FIVE-O-FIVE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF JUNCTION FIVE-O-FIVE

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