Retirement plan

JACOB EVANS KITCHEN AND BATH 401(K) PLAN

Name: JACOB EVANS KITCHEN AND BATH - JACOB EVANS KITCHEN AND BATH 401(K) PLAN (2018) Form 5500
Creator: JACOB EVANS KITCHEN AND BATH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACOB EVANS KITCHEN AND BATH 401(K) PLAN, JACOB EVANS KITCHEN AND BATH

JACOB EVANS KITCHEN AND BATHEIN 77-0708723Plan #001PY 2018

450 SOUTH MAIN STREET - PITTSBURGH, PA 15205412-922-1200jacobevans.comLinkedIn1-10 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$98K

+52.8% from 2017

Total participants

+66.7% from 2017

Average account balance

$19,688

-8.3% from 2017

Annual return

4.01%

-16.69 pp from 2017

Benchmarks

See 18,624 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,624 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$399K

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$23K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$55

$14 / participant

Other / not subdivided$55100.0%

% of EOY assets

0.056%

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

$19,688

$95,975-79.5%

$74,552-73.6%

$135,382-85.5%

Participation rate

100.0%

75.7%+24.3pp

69.1%+30.9pp

82.6%+17.4pp

Annual return

4.01%

56.96%-53.0pp

32.53%-28.5pp

519.77%-515.8pp

Employer contribution / active EE

$3,054

$2,716+12.4%

$1,961+55.7%

$4,779-36.1%

Participant deferral / active EE

$4,805

$3,844+25.0%

$3,108+54.6%

$5,609-14.3%

Admin fee / account holder

$11

$6,522-99.8%

$5,060-99.8%

$10,829-99.9%

JACOB EVANS KITCHEN AND BATH 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JACOB EVANS KITCHEN AND BATH 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