Retirement plan

JENCEN ARCHITECTURE PROFIT SHARING PLAN AND TRUST

Name: JENCEN ARCHITECTURE LLC - JENCEN ARCHITECTURE PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: JENCEN ARCHITECTURE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JENCEN ARCHITECTURE PROFIT SHARING PLAN AND TRUST, JENCEN ARCHITECTURE LLC

JENCEN ARCHITECTURE LLCEIN 81-5188973Plan #001PY 2018

2850 EUCLID AVENUE - CLEVELAND, OH 44115216-781-0131jencen.comLinkedIn11-50 employeesarchitecture & planning

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.8M

-5.7% from 2017

Total participants

0.0% from 2017

Average account balance

$323,267

+0.6% from 2017

Annual return

-8.79%

-31.38 pp from 2017

Benchmarks

See 116,757 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,757 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.05M

Not enough data

1 years with asset history on file

Average account balance

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

$754K

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.

90.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$47K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+22.40%

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 codes2E2G2R3B3D3F

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$54K

$3575 / participant

Other / not subdivided$54K100.0%

% of EOY assets

1.106%

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

$323,267

$138,075+134.1%

$123,552+161.6%

$135,379+138.8%

Participation rate

86.7%

84.7%+1.9pp

82.3%+4.4pp

82.6%+4.0pp

Annual return

-8.79%

153.70%-162.5pp

119.20%-128.0pp

519.79%-528.6pp

Employer contribution / active EE

$9,880

$5,152+91.8%

$4,628+113.5%

$4,779+106.7%

Participant deferral / active EE

$3,869

$6,800-43.1%

$6,426-39.8%

$5,609-31.0%

Admin fee / account holder

$3,575

$10,917-67.3%

$9,285-61.5%

$10,828-67.0%

JENCEN ARCHITECTURE PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JENCEN ARCHITECTURE PROFIT SHARING PLAN AND 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