Retirement plan

DJB GAS SERVICES INC 401(K) PROFIT SHARING PLAN AND TRUST

Name: DJB GAS SERVICES INC - DJB GAS SERVICES INC 401(K) PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: DJB GAS SERVICES INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DJB GAS SERVICES INC 401(K) PROFIT SHARING PLAN AND TRUST, DJB GAS SERVICES INC

DJB GAS SERVICES INCEIN 87-0511410Plan #001PY 2019

1177 SOUTH SWANNER ROAD. - SALT LAKE CITY, UT 84104801-599-6660djbgas.comLinkedIn1-10 employeesutilities

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$266K

+47.3% from 2018

Total participants

+178.6% from 2018

Average account balance

$17,729

+37.4% from 2018

Annual return

24.47%

+34.10 pp from 2018

Benchmarks

See 2,039 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,039 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$524K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

30.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+3.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$742

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$176

$5 / participant

Other / not subdivided$176100.0%

% of EOY assets

0.066%

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

$17,729

$58,523-69.7%

$99,475-82.2%

$72,975-75.7%

Participation rate

38.5%

64.6%-26.2pp

73.8%-35.4pp

69.5%-31.0pp

Annual return

24.47%

28.51%-4.0pp

30.72%-6.2pp

81.01%-56.5pp

Employer contribution / active EE

$1,512-100.0%

$2,540-100.0%

$2,440-100.0%

Participant deferral / active EE

$1,055

$2,606-59.5%

$3,619-70.8%

$3,608-70.7%

Admin fee / account holder

$12

$4,102-99.7%

$6,252-99.8%

$5,124-99.8%

DJB GAS SERVICES INC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DJB GAS SERVICES INC 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