Retirement plan

PUEBLO OF JEMEZ COMMERCIAL ENTERPRISES 401(K) PROFIT SHARING PLAN AND TRUST

Name: PUEBLO OF JEMEZ - PUEBLO OF JEMEZ COMMERCIAL ENTERPRISES 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: PUEBLO OF JEMEZ
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PUEBLO OF JEMEZ COMMERCIAL ENTERPRISES 401(K) PROFIT SHARING PLAN AND TRUST, PUEBLO OF JEMEZ

PUEBLO OF JEMEZEIN 85-0213473Plan #002PY 2017

P.O. BOX 100 - JEMEZ PUEBLO, NM 87024575-834-7359LinkedIn201-500 employeesgovernment administration

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$603K

+37.4% from 2016

Total participants

+33.3% from 2016

Average account balance

$13,708

+12.4% from 2016

Annual return

17.65%

+17.65 pp from 2016

Benchmarks

See 100 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants25-99

Cohort100 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$674K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

471.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+10.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$932

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 codes2E2F2G2J2T3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$80 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.489%

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

$13,708

$45,211-69.7%

$56,429-75.7%

$70,126-80.5%

Participation rate

89.2%

73.6%+15.5pp

80.0%+9.1pp

69.5%+19.6pp

Annual return

17.65%

38.45%-20.8pp

19.04%-1.4pp

73.15%-55.5pp

Employer contribution / active EE

$1,547

$2,737-43.5%

$3,405-54.6%

$2,343-33.9%

Participant deferral / active EE

$800

$2,735-70.7%

$3,951-79.8%

$3,332-76.0%

Admin fee / account holder

$67

$3,027-97.8%

$4,466-98.5%

$4,645-98.6%

PUEBLO OF JEMEZ COMMERCIAL ENTERPRISES 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PUEBLO OF JEMEZ COMMERCIAL ENTERPRISES 401(K) PROFIT SHARING PLAN AND TRUST

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