Retirement plan

TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF FAMILY AND CHILD LEARNING CENTERS OF NORTHEAST WISCONSIN, INC.

Name: CAROL JACKOMINO - TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF FAMILY AND CHILD LEARNING CENTERS OF NORTHEAST WISCONSIN, INC. (2024) Form 5500
Creator: CAROL JACKOMINO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF FAMILY AND CHILD LEARNING CENTERS OF NORTHEAST WISCONSIN, INC., CAROL JACKOMINO

CAROL JACKOMINOEIN 39-1333300Plan #209PY 2024

PO BOX 459 - RHINELANDER, WI 545010459715-369-5688

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$4.6M

-0.9% from 2023

Total participants

-4.6% from 2023

Average account balance

$56,685

+3.9% from 2023

Annual return

10.96%

-2.58 pp from 2023

Benchmarks

See 4,475 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort4,475 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.65M

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

227.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$178K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8969

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 codes2L

Plan features

2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$735K

$20429 / participant

Other / not subdivided$735K100.0%

% of EOY assets

15.822%

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

$56,685

$48,314+17.3%

$67,561-16.1%

$80,925-30.0%

Participation rate

97.2%

66.4%+30.8pp

72.9%+24.3pp

67.7%+29.6pp

Annual return

10.96%

18.28%-7.3pp

3525.44%-3514.5pp

35.65%-24.7pp

Employer contribution / active EE

$2,552

$2,022+26.2%

$2,735-6.7%

$2,756-7.4%

Participant deferral / active EE

$2,382

$2,927-18.6%

$4,003-40.5%

$4,299-44.6%

Admin fee / account holder

$8,969

$3,690+143.1%

$4,006+123.9%

$6,940+29.2%

TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF FAMILY AND CHILD LEARNING CENTERS OF NORTHEAST WISCONSIN, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF FAMILY AND CHILD LEARNING CENTERS OF NORTHEAST WISCONSIN, INC.

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