Retirement plan

JCL TRAFFIC SERVICES 401(K) PROFIT SHARING PLAN & TRUST

Name: JCL TRAFFIC SERVICES - JCL TRAFFIC SERVICES 401(K) PROFIT SHARING PLAN & TRUST (2018) Form 5500
Creator: JCL TRAFFIC SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JCL TRAFFIC SERVICES 401(K) PROFIT SHARING PLAN & TRUST, JCL TRAFFIC SERVICES

JCL TRAFFIC SERVICESEIN 95-4717452Plan #001PY 2018

P.O. BOX 1399 - MONTEBELLO, CA 90640213-622-9775jcltraffic.comLinkedIn11-50 employees

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+3.2% from 2017

Total participants

-6.9% from 2017

Average account balance

$59,760

+3.2% from 2017

Annual return

-5.02%

-20.82 pp from 2017

Benchmarks

See 33,727 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,727 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.03M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

105.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$109K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+10.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$262

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 codes2E2F2G2J3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$825

$39 / participant

Other / not subdivided$825100.0%

% of EOY assets

0.066%

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

$59,760

$90,606-34.0%

$79,466-24.8%

$135,379-55.9%

Participation rate

71.4%

76.0%-4.6pp

73.3%-1.9pp

82.6%-11.2pp

Annual return

-5.02%

977.69%-982.7pp

718.28%-723.3pp

519.79%-524.8pp

Employer contribution / active EE

$1,793

$3,068-41.5%

$2,800-36.0%

$4,779-62.5%

Participant deferral / active EE

$2,975

$4,050-26.5%

$3,704-19.7%

$5,609-47.0%

Admin fee / account holder

$39

$5,895-99.3%

$5,104-99.2%

$10,828-99.6%

JCL TRAFFIC SERVICES 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JCL TRAFFIC SERVICES 401(K) PROFIT SHARING PLAN & TRUST

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