Retirement plan

THOMAS JEFFERSON SCHOOL OF LAW 401(K) PLAN

Name: THOMAS JEFFERSON SCHOOL OF LAW - THOMAS JEFFERSON SCHOOL OF LAW 401(K) PLAN (2019) Form 5500
Creator: THOMAS JEFFERSON SCHOOL OF LAW
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THOMAS JEFFERSON SCHOOL OF LAW 401(K) PLAN, THOMAS JEFFERSON SCHOOL OF LAW

THOMAS JEFFERSON SCHOOL OF LAWEIN 33-0696561Plan #001PY 2019

701 B STREET, SUITE #110 - SAN DIEGO, CA 92101619-297-9700tjsl.eduLinkedIn51-200 employeeslaw practice

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$18.4M

+10.9% from 2018

Total participants

138

+14.0% from 2018

Average account balance

$134,128

-3.7% from 2018

Annual return

23.67%

+27.19 pp from 2018

Benchmarks

See 3,902 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,902 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.55M

Not enough data

1 years with asset history on file

Average account balance

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

$225K

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.

96.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$288K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$41173

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

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL3 years Service code 37 · EIN 04-2647786	Loan Processing	$7,165

Plan features & details

Pension benefit codes2F2G2J2R2T3D2E

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$7K

$178 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.039%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$134,128

$45,079+197.5%

$69,461+93.1%

$72,983+83.8%

Participation rate

97.5%

68.5%+29.0pp

74.6%+22.9pp

69.5%+28.0pp

Annual return

23.67%

22.65%+1.0pp

28.97%-5.3pp

81.01%-57.3pp

Employer contribution / active EE

$2,729

$2,055+32.8%

$2,779-1.8%

$2,440+11.9%

Participant deferral / active EE

$7,253

$2,603+178.7%

$3,536+105.1%

$3,608+101.1%

Admin fee / account holder

$52

$3,056-98.3%

$3,840-98.6%

$5,124-99.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3 years

Service code 37 · EIN 04-2647786

Loan Processing

$7,165

THOMAS JEFFERSON SCHOOL OF LAW 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THOMAS JEFFERSON SCHOOL OF LAW 401(K) 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