Retirement plan

JOY PRODUCTS OF CALIFORNIA, INC. PROFIT SHARING PLAN

Name: JOY PRODUCTS OF CALIFORNIA, INC. - JOY PRODUCTS OF CALIFORNIA, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: JOY PRODUCTS OF CALIFORNIA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOY PRODUCTS OF CALIFORNIA, INC. PROFIT SHARING PLAN, JOY PRODUCTS OF CALIFORNIA, INC.

JOY PRODUCTS OF CALIFORNIA, INC.EIN 95-3806755Plan #002PY 2017

17281 MOUNT WYNNE CIRCLE - FOUNTAIN VALLEY, CA 92708714-437-7250

Other plans on this EIN

1 filing

#001Retirement-$5.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$329K

+192.1% from 2016

Total participants

-6.7% from 2016

Average account balance

$23,488

+212.9% from 2016

Annual return

8.37%

+1.95 pp from 2016

Benchmarks

See 3,171 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,171 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.76M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

104.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$331K

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

+8.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$184

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

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

$12K

$828 / participant

Other / not subdivided$12K100.0%

% of EOY assets

3.524%

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

$23,488

$100,901-76.7%

$75,501-68.9%

$147,586-84.1%

Participation rate

100.0%

77.1%+22.9pp

72.4%+27.6pp

82.8%+17.2pp

Annual return

8.37%

35.78%-27.4pp

27.35%-19.0pp

578.59%-570.2pp

Employer contribution / active EE

$15,579

$3,253+378.8%

$2,352+562.4%

$4,876+219.5%

Participant deferral / active EE

$4,027-100.0%

$3,142-100.0%

$5,439-100.0%

Admin fee / account holder

$828

$11,285-92.7%

$5,801-85.7%

$10,886-92.4%

JOY PRODUCTS OF CALIFORNIA, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOY PRODUCTS OF CALIFORNIA, INC. 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