Retirement plan

JERDE PARTNERSHIP, INC. 401(K) PLAN

Name: JERDE PARTNERSHIP, INC. - JERDE PARTNERSHIP, INC. 401(K) PLAN (2017) Form 5500
Creator: JERDE PARTNERSHIP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JERDE PARTNERSHIP, INC. 401(K) PLAN, JERDE PARTNERSHIP, INC.

JERDE PARTNERSHIP, INC.EIN 95-3345812Plan #003PY 2017

913 OCEAN FRONT WALK - VENICE, CA 902919006310-399-1987

Prospect flagsLow returnsHigh feesLow participation

How to read this page

Total assets (EOY)

$7.7M

+20.5% from 2016

Total participants

+14.0% from 2016

Average account balance

$111,869

+24.0% from 2016

Annual return

14.01%

+16.03 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.27M

Not enough data

1 years with asset history on file

Average account balance

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

$180K

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.

219.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$421K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+12.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14834

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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$192K

$3089 / participant

Other / not subdivided$192K100.0%

% of EOY assets

2.481%

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

$111,869

$85,766+30.4%

$136,298-17.9%

$70,126+59.5%

Participation rate

53.2%

74.2%-20.9pp

81.9%-28.7pp

69.5%-16.3pp

Annual return

14.01%

31.46%-17.4pp

5156.27%-5142.3pp

73.15%-59.1pp

Employer contribution / active EE

$3,162

$2,966+6.6%

$4,696-32.7%

$2,343+35.0%

Participant deferral / active EE

$6,623

$5,051+31.1%

$6,247+6.0%

$3,332+98.8%

Admin fee / account holder

$2,775

$5,421-48.8%

$9,244-70.0%

$4,645-40.3%

JERDE PARTNERSHIP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JERDE PARTNERSHIP, INC. 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