Retirement plan

JUDICIAL ARBITER GROUP, INC PROFIT-SHARING PLAN

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

JUDICIAL ARBITER GROUP, INC.EIN 84-1011313Plan #001PY 2016

7100 E BELLEVIEW AVE., STE. 300 - GREENWOOD VILLAGE, CO 80111303-572-1919jaginc.comLinkedIn11-50 employeeslaw practice

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$7.4M

+11.3% from 2015

Total participants

+2.7% from 2015

Average account balance

$218,122

+21.1% from 2015

Annual return

7.02%

+8.35 pp from 2015

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.28M

Not enough data

1 years with asset history on file

Average account balance

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

$210K

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.

128.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$741K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+8.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9479

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 codes2E2F2G2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$353K

$9530 / participant

Other / not subdivided$353K100.0%

% of EOY assets

4.755%

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

$218,122

$76,551+184.9%

$123,894+76.1%

$62,881+246.9%

Participation rate

89.2%

73.0%+16.2pp

81.4%+7.8pp

69.3%+19.9pp

Annual return

7.02%

18.68%-11.7pp

47.52%-40.5pp

20.14%-13.1pp

Employer contribution / active EE

$14,501

$2,882+403.1%

$4,617+214.1%

$2,281+535.8%

Participant deferral / active EE

$1,781

$4,840-63.2%

$5,984-70.2%

$3,203-44.4%

Admin fee / account holder

$10,371

$4,826+114.9%

$8,357+24.1%

$4,296+141.4%

JUDICIAL ARBITER GROUP, INC PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JUDICIAL ARBITER GROUP, 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