Retirement plan

JERRY'S BUILDING MATERIALS, INC. PROFIT SHARING 401(K) PLAN

Name: JERRYS BUILDING MATERIALS, INC. - JERRY'S BUILDING MATERIALS, INC. PROFIT SHARING 401(K) PLAN (2018) Form 5500
Creator: JERRYS BUILDING MATERIALS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JERRY'S BUILDING MATERIALS, INC. PROFIT SHARING 401(K) PLAN, JERRYS BUILDING MATERIALS, INC.

JERRYS BUILDING MATERIALS, INC.EIN 93-0612307Plan #002PY 2018

PO BOX 2611, 2600 HIGHWAY 99 N - EUGENE, OR 97402541-689-1911LinkedIn201-500 employeesbuilding materials

Other plans on this EIN

1 filing

#003Retirement-$40.8M assets

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed December 2, 2011

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$12.2M

-7.4% from 2017

Total participants

321

+0.6% from 2017

Average account balance

$39,762

-9.2% from 2017

Annual return

-7.07%

-24.06 pp from 2017

Benchmarks

See 1,272 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants250-999

Cohort1,272 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$18.82M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

307

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.

95.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$875K

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

+12.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$286

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290	Contract Administrator	$55,927
ROEHL & YI INVESTMENT ADVISORS LLC4+ years Filed as: ROEHL & YI INVESTMENT ADVISORS Service code 27 · EIN 93-1249395	Advisory (Plan)	$19,968
PENSION ASSURANCE LLP4+ years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402	Other Services	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2S2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$78K

$275 / participant

Investment mgmt$20K25.7%
Contract admin$56K71.8%
Other / not subdivided$2K2.6%

% of EOY assets

0.638%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KERNUTT STOKES BRANDT & CO
Auditor EIN: 930396435
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$39,762

$35,485+12.1%

$74,550-46.7%

$55,725-28.6%

Participation rate

95.1%

62.5%+32.5pp

69.1%+25.9pp

70.9%+24.2pp

Annual return

-7.07%

0.72%-7.8pp

32.53%-39.6pp

244.93%-252.0pp

Employer contribution / active EE

$777-100.0%

$1,961-100.0%

$2,078-100.0%

Participant deferral / active EE

$2,323

$2,181+6.5%

$3,108-25.2%

$3,356-30.8%

Admin fee / account holder

$254

$114+121.8%

$5,060-95.0%

$115+120.1%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY4+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$55,927

ROEHL & YI INVESTMENT ADVISORS LLC4+ years

Filed as: ROEHL & YI INVESTMENT ADVISORS

Service code 27 · EIN 93-1249395

Advisory (Plan)

$19,968

PENSION ASSURANCE LLP4+ years

Filed as: PENSION PLANNERS NORTHWEST

Service code 49 · EIN 93-1160402

Other Services

JERRY'S BUILDING MATERIALS, INC. PROFIT SHARING 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JERRY'S BUILDING MATERIALS, INC. PROFIT SHARING 401(K) PLAN

Top hat statement on fileNQDC

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