Retirement plan

THE EMJ GROUP DBA JAN-PRO OF PITTSBURGH & NE OHIO 401(K) PLAN

Name: THE EMJ GROUP DBA JAN-PRO OF PITTSBURGH & NE OHIO - THE EMJ GROUP DBA JAN-PRO OF PITTSBURGH & NE OHIO 401(K) PLAN (2024) Form 5500
Creator: THE EMJ GROUP DBA JAN-PRO OF PITTSBURGH & NE OHIO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE EMJ GROUP DBA JAN-PRO OF PITTSBURGH & NE OHIO 401(K) PLAN, THE EMJ GROUP DBA JAN-PRO OF PITTSBURGH & NE OHIO

THE EMJ GROUP DBA JAN-PRO OF PITTSBURGH & NE OHIOEIN 81-4478441Plan #001PY 2024

P.O. BOX 62094 - PITTSBURGH, PA 15241412-443-2257

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$467K

+40.9% from 2023

Total participants

+8.3% from 2023

Average account balance

$51,889

+25.3% from 2023

Annual return

22.88%

-4.88 pp from 2023

Benchmarks

See 19,366 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort19,366 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$467K

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

81.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+22.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30

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 codes2G2J3D

Plan features

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$270

$25 / participant

Other / not subdivided$270100.0%

% of EOY assets

0.058%

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

$51,889

$100,203-48.2%

$85,240-39.1%

$145,897-64.4%

Participation rate

63.6%

74.1%-10.5pp

67.5%-3.9pp

80.3%-16.7pp

Annual return

22.88%

84.28%-61.4pp

66.75%-43.9pp

552.29%-529.4pp

Employer contribution / active EE

$1,284

$3,242-60.4%

$2,735-53.1%

$4,663-72.5%

Participant deferral / active EE

$4,158

$5,299-21.5%

$4,527-8.2%

$6,689-37.8%

Admin fee / account holder

$30

$7,265-99.6%

$6,165-99.5%

$13,390-99.8%

THE EMJ GROUP DBA JAN-PRO OF PITTSBURGH & NE OHIO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE EMJ GROUP DBA JAN-PRO OF PITTSBURGH & NE OHIO 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