Retirement plan

JATCO INCORPORATED 401 K PROFIT SHARING PLAN TRUST

Name: JATCO INCORPORATED - JATCO INCORPORATED 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: JATCO INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JATCO INCORPORATED 401 K PROFIT SHARING PLAN TRUST, JATCO INCORPORATED

JATCO INCORPORATEDEIN 94-2318778Plan #001PY 2018

725 ZWISSIG WAY - UNION CITY, CA 94587510-487-0888jatco.comLinkedIn1-10 employeesplastics

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$1.3M

-9.4% from 2017

Total participants

+2.7% from 2017

Average account balance

$38,072

-9.4% from 2017

Annual return

-4.83%

-18.01 pp from 2017

Benchmarks

See 5,892 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,892 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.24M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

126.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41K

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

+29.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4092

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 codes2T2J3D2F2G2E

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

Expense breakdown

Schedule H Part II

Admin total

$121K

$4835 / participant

Other / not subdivided$121K100.0%

% of EOY assets

9.071%

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

$38,072

$61,660-38.3%

$80,022-52.4%

$64,173-40.7%

Participation rate

88.0%

71.7%+16.3pp

75.8%+12.2pp

69.6%+18.4pp

Annual return

-4.83%

-0.33%-4.5pp

11.22%-16.0pp

7.63%-12.5pp

Employer contribution / active EE

$1,810-100.0%

$2,468-100.0%

$2,381-100.0%

Participant deferral / active EE

$1,569

$2,968-47.1%

$3,686-57.4%

$3,470-54.8%

Admin fee / account holder

$3,454

$5,417-36.2%

$6,521-47.0%

$4,887-29.3%

JATCO INCORPORATED 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JATCO INCORPORATED 401 K PROFIT SHARING PLAN 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