Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JUNEAU CONVENTION & VISITORS BUREAU

Name: JUNEAU CONVENTION & VISITORS BUREAU - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JUNEAU CONVENTION & VISITORS BUREAU (2025) Form 5500
Creator: JUNEAU CONVENTION & VISITORS BUREAU
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JUNEAU CONVENTION & VISITORS BUREAU, JUNEAU CONVENTION & VISITORS BUREAU

JUNEAU CONVENTION & VISITORS BUREAUEIN 92-0109696Plan #001PY 2025

800 GLACIER AVE STE 201 - JUNEAU, AK 998011852907-586-1737LinkedIn1-10 employeescivic & social organization

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$299K

-21.4% from 2024

Total participants

-10.5% from 2024

Average account balance

$18,684

-11.5% from 2024

Annual return

9.25%

-17.44 pp from 2024

Benchmarks

See 54,432 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort54,432 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$299K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

228.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+9.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8961

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 codes2G3D2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$143K

$20482 / participant

Other / not subdivided$143K100.0%

% of EOY assets

47.962%

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

$18,684

$72,071-74.1%

$68,368-72.7%

$137,256-86.4%

Participation rate

85.7%

76.2%+9.5pp

73.8%+12.0pp

80.0%+5.8pp

Annual return

9.25%

353.14%-343.9pp

292.57%-283.3pp

220.34%-211.1pp

Employer contribution / active EE

$1,812

$2,788-35.0%

$2,649-31.6%

$4,156-56.4%

Participant deferral / active EE

$2,027

$4,410-54.0%

$4,123-50.8%

$6,407-68.4%

Admin fee / account holder

$8,961

$5,336+67.9%

$5,150+74.0%

$12,270-27.0%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JUNEAU CONVENTION & VISITORS BUREAU

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JUNEAU CONVENTION & VISITORS BUREAU

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