Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF THE JOSSELYN CENTER, NFP

Name: THE JOSSELYN CENTER, NFP - 403(B) THRIFT PLAN FOR EMPLOYEES OF THE JOSSELYN CENTER, NFP (2024) Form 5500
Creator: THE JOSSELYN CENTER, NFP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF THE JOSSELYN CENTER, NFP, THE JOSSELYN CENTER, NFP

THE JOSSELYN CENTER, NFPEIN 36-2217996Plan #001PY 2024

405 CENTRAL AVE - NORTHFIELD, IL 600933006847-441-5600

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$4.4M

+58.7% from 2023

Total participants

374

+21.4% from 2023

Average account balance

$15,219

+20.1% from 2023

Annual return

33.57%

+5.63 pp from 2023

Benchmarks

See 4,117 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,117 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.44M

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

292

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.

72.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$902K

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

+33.57%

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

1 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
MUTUAL OF AMERICA INVESTMENT CORP3 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$3,510

Plan features & details

Pension benefit codes2G3D2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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 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

$3K

$9 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.057%

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: $0
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,219

$50,902-70.1%

$155,534-90.2%

$77,736-80.4%

Participation rate

72.6%

63.1%+9.5pp

78.2%-5.6pp

70.6%+2.0pp

Annual return

33.57%

34.85%-1.3pp

64.92%-31.3pp

31.26%+2.3pp

Employer contribution / active EE

$1,530

$1,991-23.2%

$4,675-67.3%

$2,728-43.9%

Participant deferral / active EE

$1,487

$2,824-47.4%

$5,630-73.6%

$4,651-68.0%

Admin fee / account holder

$437-98.0%

$15,900-99.9%

$433-98.0%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP3 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$3,510

403(B) THRIFT PLAN FOR EMPLOYEES OF THE JOSSELYN CENTER, NFP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF THE JOSSELYN CENTER, NFP

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