Retirement plan

J. G. BOSWELL COMPANY PROFIT-SHARING PLAN

Name: J. G. BOSWELL COMPANY - J. G. BOSWELL COMPANY PROFIT-SHARING PLAN (2017) Form 5500
Creator: J. G. BOSWELL COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J. G. BOSWELL COMPANY PROFIT-SHARING PLAN, J. G. BOSWELL COMPANY

J. G. BOSWELL COMPANYEIN 95-0563800Plan #003PY 2017

101 WEST WALNUT STREET - PASADENA, CA 91103626-583-3000eastlakeco.comLinkedIn201-500 employees

Other plans on this EIN

1 filing

#002Retirement-$104.2M assets

Prospect flagsLow returnsHigh cash

How to read this page

Total assets (EOY)

$41.8M

+16.4% from 2016

Total participants

379

0.0% from 2016

Average account balance

$112,907

+16.1% from 2016

Annual return

7.24%

+7.44 pp from 2016

Benchmarks

See 235 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants250-999

Cohort235 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$72.92M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

1,100

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.

94.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.82M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$145

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK, NA Service code 19 · EIN 94-1347393	Securities Custodian	$25,410
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143	Advisory (Plan)	$12,000

Plan features & details

Pension benefit codes2A2E2H2J2K3H

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$65K

$222 / participant

Investment mgmt$25K38.6%
Other / not subdivided$40K61.4%

% of EOY assets

0.156%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CROWE HORWATH LLP
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$112,907

$54,390+107.6%

$117,039-3.5%

$69,631+62.1%

Participation rate

96.9%

58.5%+38.4pp

77.2%+19.8pp

70.7%+26.3pp

Annual return

7.24%

18.33%-11.1pp

18.95%-11.7pp

27571.02%-27563.8pp

Employer contribution / active EE

$1,273

$1,357-6.2%

$3,785-66.4%

$2,032-37.4%

Participant deferral / active EE

$1,932

$2,076-6.9%

$3,929-50.8%

$3,224-40.1%

Admin fee / account holder

$177

$98+80.7%

$5,974-97.0%

$110+60.0%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.1 year

Filed as: WELLS FARGO BANK, NA

Service code 19 · EIN 94-1347393

Securities Custodian

$25,410

NFP RETIREMENT INC1 year

Filed as: NFP RETIREMENT, INC.

Service code 27 · EIN 33-0905143

Advisory (Plan)

$12,000

J. G. BOSWELL COMPANY PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J. G. BOSWELL COMPANY PROFIT-SHARING 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