Retirement plan

J.C. FLOWERS & CO., LLC 401K SAVINGS PLAN

Name: J.C. FLOWERS & CO. LLC - J.C. FLOWERS & CO., LLC 401K SAVINGS PLAN (2015) Form 5500
Creator: J.C. FLOWERS & CO. LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J.C. FLOWERS & CO., LLC 401K SAVINGS PLAN, J.C. FLOWERS & CO. LLC

J.C. FLOWERS & CO. LLCEIN 52-2330518Plan #001PY 2015

767 FIFTH AVENUE, 23RD FLOOR - NEW YORK, NY 10153212-404-6818jcfco.comLinkedIn11-50 employeesfinancial services

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$4.4M

No prior year

Total participants

No prior year

Average account balance

$112,625

No prior year

Annual return

-0.34%

No prior year

Benchmarks

See 7,498 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,498 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.75M

Not enough data

1 years with asset history on file

Average account balance

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

$222K

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.

86.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$892K

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

+17.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8152

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 codes2F2G2J2T3B3D

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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$9K

$220 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.216%

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

$112,625

$82,032+37.3%

$123,106-8.5%

$59,633+88.9%

Participation rate

83.7%

83.2%+0.5pp

86.8%-3.1pp

68.7%+15.1pp

Annual return

-0.34%

5.12%-5.5pp

13.22%-13.6pp

2041.40%-2041.7pp

Employer contribution / active EE

$3,297-100.0%

$5,151-100.0%

$2,203-100.0%

Participant deferral / active EE

$14,386

$4,667+208.3%

$6,229+130.9%

$3,192+350.7%

Admin fee / account holder

$243

$5,881-95.9%

$9,015-97.3%

$4,297-94.3%

J.C. FLOWERS & CO., LLC 401K SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J.C. FLOWERS & CO., LLC 401K SAVINGS 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