Retirement plan

JCCS, PC 401K PROFIT SHARING PLAN & TRUST

Name: JUNKERMIER, CLARK, CAMPANELLA, STEVENS, P.C. - JCCS, PC 401K PROFIT SHARING PLAN & TRUST (2017) Form 5500
Creator: JUNKERMIER, CLARK, CAMPANELLA, STEVENS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JCCS, PC 401K PROFIT SHARING PLAN & TRUST, JUNKERMIER, CLARK, CAMPANELLA, STEVENS, P.C.

JUNKERMIER, CLARK, CAMPANELLA, STEVENS, P.C.EIN 81-0348775Plan #001PY 2017

501 PARK DR S STE 100 - GREAT FALLS, MT 594051880406-761-2820LinkedIn51-200 employeesaccounting

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$15.7M

-2.4% from 2016

Total participants

124

-6.8% from 2016

Average account balance

$126,546

+4.7% from 2016

Annual return

12.83%

+11.86 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$31.87M

Not enough data

1 years with asset history on file

Average account balance

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

$189K

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.

169

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

$2.39M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+14.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$178

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

1 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 codes2E2H2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$36 / participant

Investment mgmt$451.4%
Other / not subdivided$3K98.6%

% of EOY assets

0.020%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MUELLERPROST
Auditor EIN: 431594752
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$126,546

$85,766+47.5%

$136,298-7.2%

$70,126+80.5%

Participation rate

100.0%

74.2%+25.8pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

12.83%

31.46%-18.6pp

5156.27%-5143.4pp

73.15%-60.3pp

Employer contribution / active EE

$6,517

$2,966+119.7%

$4,696+38.8%

$2,343+178.2%

Participant deferral / active EE

$4,520

$5,051-10.5%

$6,247-27.7%

$3,332+35.7%

Admin fee / account holder

$26

$5,421-99.5%

$9,244-99.7%

$4,645-99.4%

JCCS, PC 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JCCS, PC 401K PROFIT SHARING PLAN & TRUST

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