Retirement plan

JM EAGLE EMPLOYEES' PENSION PLAN

Name: J-M MANFACTURING CO., INC - JM EAGLE EMPLOYEES' PENSION PLAN (2022) 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 2022

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

Other plans on this EIN

1 filing

#001Retirement-$83.3M assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$26.1M

-15.5% from 2021

Total participants

1,899

+6.7% from 2021

Average account balance

$13,764

-20.8% from 2021

Annual return

-15.45%

-21.81 pp from 2021

Benchmarks

See 408 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort408 peers

Snapshot2022

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 AND8+ years Service code 13 · EIN 06-1050034	Contract Administrator	$57,310
PENSIONMARK FINANCIAL GROUP LLC6 years Service code 26 · EIN 61-1758632	Advisory (Participants)	$15,215
FARBER HASS HURLEY LLP8+ years Filed as: FARBER HAAS HURLEY, LLP Service code 10 · EIN 20-4207759	Accounting	$15,156
PRUDENTIAL RETIREMENT INSURANCE AND8+ 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

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

$89K

$60 / participant

Investment mgmt$15K17.0%
Contract admin$57K64.2%
Other / not subdivided$17K18.8%

% of EOY assets

0.342%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,764

$136,266-89.9%

$90,766-84.8%

$77,906-82.3%

Participation rate

100.0%

86.6%+13.4pp

75.7%+24.3pp

73.7%+26.3pp

Annual return

-15.45%

-11.32%-4.1pp

-12.16%-3.3pp

12.16%-27.6pp

Employer contribution / active EE

$1,352

$4,215-67.9%

$2,922-53.7%

$2,846-52.5%

Participant deferral / active EE

$6,353-100.0%

$4,565-100.0%

$4,805-100.0%

Admin fee / account holder

$47

$399-88.2%

$8,446-99.4%

$133-64.5%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND8+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$57,310

PENSIONMARK FINANCIAL GROUP LLC6 years

Service code 26 · EIN 61-1758632

Advisory (Participants)

$15,215

FARBER HASS HURLEY LLP8+ years

Filed as: FARBER HAAS HURLEY, LLP

Service code 10 · EIN 20-4207759

Accounting

$15,156

PRUDENTIAL RETIREMENT INSURANCE AND8+ 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