Retirement plan

JAZZ AT LINCOLN CENTER RETIREMENT PLAN

Name: JAZZ AT LINCOLN CENTER, INC. - JAZZ AT LINCOLN CENTER RETIREMENT PLAN (2021) Form 5500
Creator: JAZZ AT LINCOLN CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAZZ AT LINCOLN CENTER RETIREMENT PLAN, JAZZ AT LINCOLN CENTER, INC.

JAZZ AT LINCOLN CENTER, INC.EIN 13-3888641Plan #002PY 2021

3 COLUMBUS CIR STE 1200 - NEW YORK, NY 100198727212-258-9800LinkedIn11-50 employeesrestaurants

Other plans on this EIN

1 filing

#003Retirement-$312K assets

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$1.3M

+31.1% from 2020

Total participants

118

-0.8% from 2020

Average account balance

$11,032

+32.2% from 2020

Annual return

13.21%

-6.81 pp from 2020

Benchmarks

See 3,025 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort3,025 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.30M

Not enough data

1 years with asset history on file

Average account balance

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

$11K

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.

118

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.

159.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$250K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$631

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 codes2E2F2G2M2T3D

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$74K

$1006 / participant

Other / not subdivided$74K100.0%

% of EOY assets

5.719%

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

$11,032

$77,157-85.7%

$108,405-89.8%

$85,851-87.2%

Participation rate

100.0%

74.7%+25.3pp

80.1%+19.9pp

69.3%+30.7pp

Annual return

13.21%

44.55%-31.3pp

905.55%-892.3pp

318.63%-305.4pp

Employer contribution / active EE

$3,373

$2,379+41.8%

$3,559-5.2%

$2,565+31.5%

Participant deferral / active EE

$5,567-100.0%

$6,563-100.0%

$3,952-100.0%

Admin fee / account holder

$631

$5,174-87.8%

$7,297-91.4%

$6,261-89.9%

JAZZ AT LINCOLN CENTER RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAZZ AT LINCOLN CENTER RETIREMENT 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