Retirement plan

JLCO SUPPLEMENTAL 403(B) PLAN

Name: JAZZ AT LINCOLN CENTER, INC. - JLCO SUPPLEMENTAL 403(B) PLAN (2021) Form 5500
Creator: JAZZ AT LINCOLN CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JLCO SUPPLEMENTAL 403(B) PLAN, JAZZ AT LINCOLN CENTER, INC.

JAZZ AT LINCOLN CENTER, INC.EIN 13-3888641Plan #003PY 2021

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

Other plans on this EIN

1 filing

#002Retirement-$1.3M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$312K

+13.7% from 2020

Total participants

-7.7% from 2020

Average account balance

$26,029

+23.2% from 2020

Annual return

3.38%

-27.46 pp from 2020

Benchmarks

See 9,483 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort9,483 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$455K

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

86.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$260

$22 / participant

Other / not subdivided$260100.0%

% of EOY assets

0.083%

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

$26,029

$124,175-79.0%

$108,405-76.0%

$167,553-84.5%

Participation rate

100.0%

82.3%+17.7pp

80.1%+19.9pp

82.1%+17.9pp

Annual return

3.38%

1380.13%-1376.7pp

905.55%-902.2pp

478.89%-475.5pp

Employer contribution / active EE

$2,358

$4,188-43.7%

$3,559-33.7%

$4,840-51.3%

Participant deferral / active EE

$6,908-100.0%

$6,563-100.0%

$6,343-100.0%

Admin fee / account holder

$22

$9,457-99.8%

$7,297-99.7%

$12,316-99.8%

JLCO SUPPLEMENTAL 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JLCO SUPPLEMENTAL 403(B) 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