Retirement plan

JUANITA'S FOODS UNION EMPLOYEES' 401(K) PLAN

Name: JUANITA'S FOODS - JUANITA'S FOODS UNION EMPLOYEES' 401(K) PLAN (2016) Form 5500
Creator: JUANITA'S FOODS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JUANITA'S FOODS UNION EMPLOYEES' 401(K) PLAN, JUANITA'S FOODS

JUANITA'S FOODSEIN 95-2469298Plan #006PY 2016

645 NORTH EUBANK AVENUE - WILMINGTON, CA 90748310-834-5339LinkedIn51-200 employeesfood production

Other plans on this EIN

1 filing

#004Retirement-$6.3M assets

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$902K

+20.4% from 2015

Total participants

-4.2% from 2015

Average account balance

$17,684

+11.0% from 2015

Annual return

12.82%

+13.49 pp from 2015

Benchmarks

See 2,310 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,310 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.79M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

55.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$179K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+7.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6472

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 codes2E2F2G2J2T3D

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

$26K

$436 / participant

Other / not subdivided$26K100.0%

% of EOY assets

2.900%

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

$17,684

$52,306-66.2%

$69,779-74.7%

$62,881-71.9%

Participation rate

71.7%

67.2%+4.4pp

71.8%-0.2pp

69.3%+2.4pp

Annual return

12.82%

13.35%-0.5pp

12.99%-0.2pp

20.14%-7.3pp

Employer contribution / active EE

$1,799-100.0%

$2,338-100.0%

$2,281-100.0%

Participant deferral / active EE

$1,385

$2,395-42.2%

$2,931-52.7%

$3,203-56.7%

Admin fee / account holder

$513

$3,691-86.1%

$4,381-88.3%

$4,296-88.1%

JUANITA'S FOODS UNION EMPLOYEES' 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JUANITA'S FOODS UNION EMPLOYEES' 401(K) 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