Retirement plan

JIM CLARK'S CONSIGNMENT COUNTRY 401(K)

Name: JIM CLARK'S CONSIGNMENT COUNTRY - JIM CLARK'S CONSIGNMENT COUNTRY 401(K) (2021) Form 5500
Creator: JIM CLARK'S CONSIGNMENT COUNTRY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JIM CLARK'S CONSIGNMENT COUNTRY 401(K), JIM CLARK'S CONSIGNMENT COUNTRY

JIM CLARK'S CONSIGNMENT COUNTRYEIN 81-4906308Plan #001PY 2021

1630 ROGUE RIVER HWY - GRANTS PASS, OR 975274770541-476-0818clarksconsignment.comLinkedIn1-10 employeesretail

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$60K

+71.4% from 2020

Total participants

+25.0% from 2020

Average account balance

$14,908

+71.4% from 2020

Annual return

15.33%

-35.06 pp from 2020

Benchmarks

See 19,960 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort19,960 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$219K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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

$29K

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

+17.09%

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$214

$43 / participant

Other / not subdivided$214100.0%

% of EOY assets

0.359%

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

$14,908

$118,869-87.5%

$96,575-84.6%

$167,518-91.1%

Participation rate

80.0%

75.5%+4.5pp

69.8%+10.2pp

82.1%-2.1pp

Annual return

15.33%

50.49%-35.2pp

37.79%-22.5pp

478.71%-463.4pp

Employer contribution / active EE

$1,459

$3,120-53.2%

$2,357-38.1%

$4,838-69.8%

Participant deferral / active EE

$2,444

$4,616-47.1%

$3,849-36.5%

$6,342-61.5%

Admin fee / account holder

$54

$8,067-99.3%

$6,182-99.1%

$12,312-99.6%

JIM CLARK'S CONSIGNMENT COUNTRY 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JIM CLARK'S CONSIGNMENT COUNTRY 401(K)

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