Retirement plan

EMPLOYEE BENEFIT PLAN OF JUNCTION FIVE-O-FIVE

Name: JUNCTION FIVE-O-FIVE - EMPLOYEE BENEFIT PLAN OF JUNCTION FIVE-O-FIVE (2019) 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 2019

4410 COLLEGE MAIN ST - BRYAN, TX 778014041979-846-3670LinkedIn1-10 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$170K assets

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$46K

+29.9% from 2018

Total participants

0.0% from 2018

Average account balance

$11,554

+29.9% from 2018

Annual return

19.71%

+24.66 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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 codes2F2G2T3D

Plan features

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.
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

$12K

$4027 / participant

Other / not subdivided$12K100.0%

% of EOY assets

26.138%

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

$11,554

$202,342-94.3%

$172,753-93.3%

$152,909-92.4%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

19.71%

1029.88%-1010.2pp

803.00%-783.3pp

345.46%-325.8pp

Employer contribution / active EE

$1,422

$5,857-75.7%

$5,144-72.4%

$4,764-70.2%

Participant deferral / active EE

$3,787

$5,948-36.3%

$5,198-27.1%

$5,851-35.3%

Admin fee / account holder

$3,020

$17,112-82.4%

$13,956-78.4%

$11,601-74.0%

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