Retirement plan

JLCO SUPPLEMENTAL 403(B) PLAN

Name: JAZZ AT LINCOLN CENTER, INC. - JLCO SUPPLEMENTAL 403(B) PLAN (2022) 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 2022

3 COLUMBUS CIRCLE, 12TH FLOOR - NEW YORK, NY 10019212-258-9784LinkedIn11-50 employeesrestaurants

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$267K

-14.7% from 2021

Total participants

+8.3% from 2021

Average account balance

$22,211

-14.7% from 2021

Annual return

-16.55%

-19.94 pp from 2021

Benchmarks

See 10,380 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort10,380 peers

Snapshot2022

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

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

$23K

$1929 / participant

Other / not subdivided$23K100.0%

% of EOY assets

8.684%

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

$22,211

$99,668-77.7%

$86,451-74.3%

$134,545-83.5%

Participation rate

91.7%

82.1%+9.6pp

80.3%+11.3pp

81.2%+10.4pp

Annual return

-16.55%

6789.61%-6806.2pp

4398.51%-4415.1pp

418.37%-434.9pp

Employer contribution / active EE

$2,396

$4,403-45.6%

$3,770-36.4%

$4,742-49.5%

Participant deferral / active EE

$7,249-100.0%

$6,953-100.0%

$6,401-100.0%

Admin fee / account holder

$1,929

$8,377-77.0%

$6,734-71.4%

$11,431-83.1%

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