Retirement plan

PUBLIC JUSTICE CENTER, INC. TAX DEFERRED ANNUITY PLAN

Name: PUBLIC JUSTICE CENTER, INC. - PUBLIC JUSTICE CENTER, INC. TAX DEFERRED ANNUITY PLAN (2022) Form 5500
Creator: PUBLIC JUSTICE CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PUBLIC JUSTICE CENTER, INC. TAX DEFERRED ANNUITY PLAN, PUBLIC JUSTICE CENTER, INC.

PUBLIC JUSTICE CENTER, INC.EIN 52-1412226Plan #002PY 2022

201 NORTH CHARLES STREET SUITE 1200 - BALTIMORE, MD 21201410-625-9409publicjustice.orgLinkedIn11-50 employeeslegal services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.7M

-11.4% from 2021

Total participants

+12.2% from 2021

Average account balance

$75,253

-24.1% from 2021

Annual return

-16.28%

-31.37 pp from 2021

Benchmarks

See 9,363 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,363 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.23M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

170.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$269K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+11.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1262

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 codes2L2M2F2G3D

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

$44K

$1511 / participant

Other / not subdivided$44K100.0%

% of EOY assets

1.188%

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

$75,253

$54,355+38.4%

$82,744-9.1%

$68,486+9.9%

Participation rate

79.3%

63.9%+15.4pp

72.6%+6.7pp

67.9%+11.4pp

Annual return

-16.28%

-13.67%-2.6pp

702.22%-718.5pp

-7.85%-8.4pp

Employer contribution / active EE

$2,219-100.0%

$3,008-100.0%

$2,597-100.0%

Participant deferral / active EE

$8,486

$3,246+161.4%

$4,395+93.1%

$4,028+110.7%

Admin fee / account holder

$894

$4,397-79.7%

$5,325-83.2%

$5,404-83.5%

PUBLIC JUSTICE CENTER, INC. TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PUBLIC JUSTICE CENTER, INC. TAX DEFERRED ANNUITY 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