Retirement plan

JORDAN'S FURNITURE COMPANY 401K SAVINGS PLAN

Name: JORDANS FURNITURE, INC. - JORDAN'S FURNITURE COMPANY 401K SAVINGS PLAN (2015) Form 5500
Creator: JORDANS FURNITURE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JORDAN'S FURNITURE COMPANY 401K SAVINGS PLAN, JORDANS FURNITURE, INC.

JORDANS FURNITURE, INC.EIN 94-3342606Plan #001PY 2015

450 REVOLUTIONARY DRIVE - EAST TAUNTON, MA 02718508-580-4600

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$80.3M

No prior year

Total participants

1,025

No prior year

Average account balance

$80,703

No prior year

Annual return

-2.10%

No prior year

Benchmarks

See 1,098 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants250-999

Cohort1,098 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$169.33M

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

1,240

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.

97.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.53M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$237

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

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 400 TRADECENTER · WOBURN, MA 01801	Advisory (Plan)	$50,000
JOHN HANCOCK LIFE INSURANCE COMPANY1+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346	Recordkeeping	$27,832
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558	Accounting	$16,043
JP MORGAN INVESTMENT MANAGEMENT INC1+ years Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685	Recordkeeping	$10,156

Plan features & details

Pension benefit codes2E2G2J2K2S2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

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

$104K

$122 / participant

Investment mgmt$50K48.1%
Contract admin$38K36.5%
Other / not subdivided$16K15.4%

% of EOY assets

0.130%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: GRANT THORNTON LLP
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$80,703

$33,745+139.2%

$64,105+25.9%

$55,191+46.2%

Participation rate

96.5%

59.4%+37.1pp

68.2%+28.3pp

69.2%+27.3pp

Annual return

-2.10%

4.95%-7.0pp

791.24%-793.3pp

10.78%-12.9pp

Employer contribution / active EE

$754

$641+17.6%

$1,820-58.6%

$1,899-60.3%

Participant deferral / active EE

$4,276

$1,929+121.7%

$2,822+51.6%

$3,046+40.4%

Admin fee / account holder

$105

$94+10.8%

$4,499-97.7%

$91+15.2%

Provider

Service type

Compensation

CAPFINANCIAL PARTNERS LLC1+ years

Filed as: CAPTRUST FINANCIAL ADVISORS

Service code 27

400 TRADECENTER · WOBURN, MA 01801

Advisory (Plan)

$50,000

JOHN HANCOCK LIFE INSURANCE COMPANY1+ years

Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS

Service code 15 · EIN 01-0233346

Recordkeeping

$27,832

GRANT THORNTON LLP1+ years

Service code 10 · EIN 36-6055558

Accounting

$16,043

JP MORGAN INVESTMENT MANAGEMENT INC1+ years

Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT

Service code 15 · EIN 52-2206685

Recordkeeping

$10,156

JORDAN'S FURNITURE COMPANY 401K SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JORDAN'S FURNITURE COMPANY 401K SAVINGS 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