Retirement plan

J.R. MCGEACHIN, INC. PROFIT SHARING PLAN

Name: J.R. MCGEACHIN, INC. - J.R. MCGEACHIN, INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: J.R. MCGEACHIN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J.R. MCGEACHIN, INC. PROFIT SHARING PLAN, J.R. MCGEACHIN, INC.

J.R. MCGEACHIN, INC.EIN 82-0325558Plan #001PY 2016

1410 N. SKYLINE DRIVE - IDAHO FALLS, ID 83402208-523-1717

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+13.6% from 2015

Total participants

0.0% from 2015

Average account balance

$56,599

+13.6% from 2015

Annual return

11.05%

+12.59 pp from 2015

Benchmarks

See 7,815 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,815 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.85M

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

90.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$163K

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

+14.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1760

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$58K

$2162 / participant

Other / not subdivided$58K100.0%

% of EOY assets

3.223%

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

$56,599

$48,078+17.7%

$78,676-28.1%

$62,881-10.0%

Participation rate

81.5%

65.2%+16.3pp

73.6%+7.9pp

69.3%+12.2pp

Annual return

11.05%

31.36%-20.3pp

62.19%-51.1pp

20.14%-9.1pp

Employer contribution / active EE

$1,220

$2,015-39.4%

$2,850-57.2%

$2,281-46.5%

Participant deferral / active EE

$2,441

$2,587-5.7%

$3,517-30.6%

$3,203-23.8%

Admin fee / account holder

$1,824

$3,206-43.1%

$4,510-59.6%

$4,296-57.5%

J.R. MCGEACHIN, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J.R. MCGEACHIN, INC. 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