Retirement plan

JERDE PARTNERSHIP, INC. 401(K) PLAN

Name: JERDE PARTNERSHIP, INC - JERDE PARTNERSHIP, INC. 401(K) PLAN (2018) 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, INCEIN 95-3345812Plan #003PY 2018

601 W. 5TH STREET FLOOR 500 - LOS ANGELES, CA 90071310-399-1987

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$9M

+16.7% from 2017

Total participants

-9.2% from 2017

Average account balance

$132,452

+18.4% from 2017

Annual return

18.05%

+4.04 pp from 2017

Benchmarks

See 25,535 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,535 peers

Snapshot2018

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

2 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.)

Expense breakdown

Schedule H Part II

Admin total

$740K

$12325 / participant

Other / not subdivided$740K100.0%

% of EOY assets

8.211%

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

$132,452

$77,817+70.2%

$123,553+7.2%

$64,173+106.4%

Participation rate

65.0%

74.7%-9.7pp

82.3%-17.3pp

69.6%-4.6pp

Annual return

18.05%

12.49%+5.6pp

119.21%-101.2pp

7.63%+10.4pp

Employer contribution / active EE

$3,700

$3,014+22.8%

$4,628-20.0%

$2,381+55.4%

Participant deferral / active EE

$6,853

$5,240+30.8%

$6,426+6.7%

$3,470+97.5%

Admin fee / account holder

$10,875

$5,519+97.0%

$9,284+17.1%

$4,887+122.5%

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