Retirement plan

JM EAGLE EMPLOYEES' PENSION PLAN

Name: J-M MANFACTURING CO., INC - JM EAGLE EMPLOYEES' PENSION PLAN (2019) Form 5500
Creator: J-M MANFACTURING CO., INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JM EAGLE EMPLOYEES' PENSION PLAN, J-M MANFACTURING CO., INC

J-M MANFACTURING CO., INCEIN 84-0895616Plan #002PY 2019

5200 WEST CENTURY BLVD - LOS ANGELES, CA 90045310-693-8200

Other plans on this EIN

1 filing

#001Retirement-$77.9M assets

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$24.2M

+18.1% from 2018

Total participants

1,569

+1.4% from 2018

Average account balance

$15,451

+16.4% from 2018

Annual return

17.30%

+22.26 pp from 2018

Benchmarks

See 383 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort383 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$30.59M

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

1,658

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.

80.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.86%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
PRUDENTIAL RETIREMENT INSURANCE AND5+ years Service code 13 · EIN 06-1050034	Contract Administrator	$46,376
FARBER HASS HURLEY LLP5+ years Filed as: FARBER HAAS HURLEY, LLP Service code 10 · EIN 20-4207759	Accounting	$15,416
PENSIONMARK FINANCIAL GROUP LLC3 years Service code 16 · EIN 61-1758632	Consulting	$7,124
PRUDENTIAL RETIREMENT INSURANCE AND5+ years Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15	Recordkeeping	$0

Plan features & details

Pension benefit codes2C2A2T2S3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$71K

$60 / participant

Other / not subdivided$71K100.0%

% of EOY assets

0.292%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: FARBER HASS HURLEY LLP
Auditor EIN: 204207759
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,451

$96,403-84.0%

$93,621-83.5%

$77,775-80.1%

Participation rate

100.0%

87.6%+12.4pp

75.8%+24.2pp

73.2%+26.8pp

Annual return

17.30%

39.36%-22.1pp

32.76%-15.5pp

32.58%-15.3pp

Employer contribution / active EE

$1,219

$3,616-66.3%

$2,719-55.2%

$2,504-51.3%

Participant deferral / active EE

$5,341-100.0%

$4,070-100.0%

$3,966-100.0%

Admin fee / account holder

$45

$90-49.7%

$7,890-99.4%

$100-55.0%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND5+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$46,376

FARBER HASS HURLEY LLP5+ years

Filed as: FARBER HAAS HURLEY, LLP

Service code 10 · EIN 20-4207759

Accounting

$15,416

PENSIONMARK FINANCIAL GROUP LLC3 years

Service code 16 · EIN 61-1758632

Consulting

$7,124

PRUDENTIAL RETIREMENT INSURANCE AND5+ years

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 15

Recordkeeping

JM EAGLE EMPLOYEES' PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JM EAGLE EMPLOYEES' PENSION 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