Retirement plan

EMPLOYEE BENEFIT PLAN OF THE JM FOUNDATION

Name: THE JM FOUNDATION - EMPLOYEE BENEFIT PLAN OF THE JM FOUNDATION (2020) Form 5500
Creator: THE JM FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF THE JM FOUNDATION, THE JM FOUNDATION

THE JM FOUNDATIONEIN 13-6068340Plan #001PY 2020

342 N. WATER STREET, SUITE 649 - MILWAUKEE, WI 08540

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.6M

+29.9% from 2019

Total participants

0.0% from 2019

Average account balance

$1,606,459

+29.9% from 2019

Annual return

27.96%

+1.86 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.21M

Not enough data

1 years with asset history on file

Average account balance

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

$2.2M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+17.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2C2H3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$1,606,459

$100,938+1491.5%

$90,461+1675.9%

$158,982+910.5%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

27.96%

1727.20%-1699.2pp

1294.76%-1266.8pp

302.99%-275.0pp

Employer contribution / active EE

$23,774

$3,691+544.0%

$3,264+628.4%

$4,763+399.2%

Participant deferral / active EE

$4,350-100.0%

$3,964-100.0%

$5,983-100.0%

Admin fee / account holder

$6,510-100.0%

$5,617-100.0%

$11,252-100.0%

EMPLOYEE BENEFIT PLAN OF THE JM FOUNDATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EMPLOYEE BENEFIT PLAN OF THE JM FOUNDATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion