Retirement plan

ST. JAMES CHEESE COMPANY, LLC 401(K) PLAN

Name: ST. JAMES CHEESE COMPANY, LLC - ST. JAMES CHEESE COMPANY, LLC 401(K) PLAN (2017) Form 5500
Creator: ST. JAMES CHEESE COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ST. JAMES CHEESE COMPANY, LLC 401(K) PLAN, ST. JAMES CHEESE COMPANY, LLC

ST. JAMES CHEESE COMPANY, LLCEIN 84-1710708Plan #001PY 2017

5004 PRYTANIA STREET - NEW ORLEANS, LA 70115504-899-4737

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$165K

+98.8% from 2016

Total participants

+72.7% from 2016

Average account balance

$9,156

+21.5% from 2016

Annual return

59.42%

+53.40 pp from 2016

Benchmarks

See 18,212 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,212 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$536K

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

104.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$676

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 codes2E2F2G2J3D

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.
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

$572

$38 / participant

Other / not subdivided$572100.0%

% of EOY assets

0.347%

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

$9,156

$99,652-90.8%

$78,778-88.4%

$147,586-93.8%

Participation rate

93.3%

76.2%+17.1pp

69.2%+24.1pp

82.8%+10.5pp

Annual return

59.42%

47.28%+12.1pp

35.62%+23.8pp

578.59%-519.2pp

Employer contribution / active EE

$960

$2,796-65.6%

$1,986-51.6%

$4,876-80.3%

Participant deferral / active EE

$1,216

$3,664-66.8%

$2,958-58.9%

$5,439-77.6%

Admin fee / account holder

$32

$7,155-99.6%

$5,134-99.4%

$10,886-99.7%

ST. JAMES CHEESE COMPANY, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ST. JAMES CHEESE COMPANY, LLC 401(K) 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