Retirement plan

JCH PHARMACY HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

Name: JCH PHARMACY HOLDINGS, INC. - JCH PHARMACY HOLDINGS, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: JCH PHARMACY HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JCH PHARMACY HOLDINGS, INC. 401(K) PROFIT SHARING PLAN, JCH PHARMACY HOLDINGS, INC.

JCH PHARMACY HOLDINGS, INC.EIN 81-0881692Plan #001PY 2020

2821 J STREET - SACRAMENTO, CA 95816248-506-6713LinkedIn1-10 employeescosmetics

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$198K

+41.1% from 2019

Total participants

0.0% from 2019

Average account balance

$28,254

-19.4% from 2019

Annual return

-11.85%

-41.98 pp from 2019

Benchmarks

See 18,875 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,875 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$887K

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

209.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$234K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+16.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5227

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 codes2E2J2H3D

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.
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

$765

$109 / participant

Other / not subdivided$765100.0%

% of EOY assets

0.387%

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

$28,254

$112,915-75.0%

$90,965-68.9%

$158,950-82.2%

Participation rate

100.0%

74.7%+25.3pp

69.0%+31.0pp

82.0%+18.0pp

Annual return

-11.85%

215.75%-227.6pp

134.57%-146.4pp

302.91%-314.8pp

Employer contribution / active EE

$2,969

$2,894+2.6%

$2,122+39.9%

$4,762-37.6%

Participant deferral / active EE

$7,635

$4,128+85.0%

$3,373+126.4%

$5,983+27.6%

Admin fee / account holder

$109

$8,044-98.6%

$5,960-98.2%

$11,248-99.0%

JCH PHARMACY HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JCH PHARMACY HOLDINGS, INC. 401(K) PROFIT SHARING 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