Retirement plan

EMPLOYEE BENEFIT PLAN OF JUNCTION FIVE-O-FIVE

Name: JUNCTION FIVE-O-FIVE - EMPLOYEE BENEFIT PLAN OF JUNCTION FIVE-O-FIVE (2021) 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 2021

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

Other plans on this EIN

1 filing

#002Retirement-$119K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$96K

+32.6% from 2020

Total participants

-25.0% from 2020

Average account balance

$32,115

+76.8% from 2020

Annual return

14.12%

+0.12 pp from 2020

Benchmarks

See 103,184 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,184 peers

Snapshot2021

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

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

$4K

$1396 / participant

Other / not subdivided$4K100.0%

% of EOY assets

4.346%

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

$32,115

$217,432-85.2%

$185,849-82.7%

$167,536-80.8%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

14.12%

148.42%-134.3pp

122.10%-108.0pp

478.82%-464.7pp

Employer contribution / active EE

$1,377

$5,875-76.6%

$5,169-73.4%

$4,839-71.5%

Participant deferral / active EE

$4,471

$6,357-29.7%

$5,569-19.7%

$6,342-29.5%

Admin fee / account holder

$1,396

$19,818-93.0%

$16,244-91.4%

$12,315-88.7%

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