Retirement plan

JANSEN'S AIRCRAFT SYSTEMS CONTROLS, INC. 401(K) PLAN

Name: JANSENS AIRCRAFT SYSTEMS CONTROLS, INC. - JANSEN'S AIRCRAFT SYSTEMS CONTROLS, INC. 401(K) PLAN (2017) Form 5500
Creator: JANSENS AIRCRAFT SYSTEMS CONTROLS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JANSEN'S AIRCRAFT SYSTEMS CONTROLS, INC. 401(K) PLAN, JANSENS AIRCRAFT SYSTEMS CONTROLS, INC.

JANSENS AIRCRAFT SYSTEMS CONTROLS, INC.EIN 86-0730995Plan #001PY 2017

2303 W. ALAMEDA DR. - TEMPE, AZ 852823102602-438-4400

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$3.2M

+25.0% from 2016

Total participants

+5.0% from 2016

Average account balance

$50,696

+19.0% from 2016

Annual return

10.97%

+12.24 pp from 2016

Benchmarks

See 14,968 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,968 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.75M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

93.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$233K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1951

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 codes2E2F2H2J2T3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$85K

$1577 / participant

Other / not subdivided$85K100.0%

% of EOY assets

2.667%

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

$50,696

$67,602-25.0%

$82,312-38.4%

$70,126-27.7%

Participation rate

100.0%

72.8%+27.2pp

76.9%+23.1pp

69.5%+30.5pp

Annual return

10.97%

21.57%-10.6pp

25.88%-14.9pp

73.15%-62.2pp

Employer contribution / active EE

$4,259

$1,755+142.7%

$2,428+75.4%

$2,343+81.8%

Participant deferral / active EE

$3,647

$2,987+22.1%

$3,706-1.6%

$3,332+9.5%

Admin fee / account holder

$1,352

$4,512-70.0%

$5,608-75.9%

$4,645-70.9%

JANSEN'S AIRCRAFT SYSTEMS CONTROLS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JANSEN'S AIRCRAFT SYSTEMS CONTROLS, INC. 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