Retirement plan

403B THRIFT PLAN OF MARCUS JEWISH COMMUNITY CENTER OF ATLANTA, INC.

Name: MARCUS JEWISH COMMUNITY CENTER OF ATLANTA - 403B THRIFT PLAN OF MARCUS JEWISH COMMUNITY CENTER OF ATLANTA, INC. (2024) Form 5500
Creator: MARCUS JEWISH COMMUNITY CENTER OF ATLANTA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403B THRIFT PLAN OF MARCUS JEWISH COMMUNITY CENTER OF ATLANTA, INC., MARCUS JEWISH COMMUNITY CENTER OF ATLANTA

MARCUS JEWISH COMMUNITY CENTER OF ATLANTAdba MARCUS JEWISH COMMUNITY CENTER OF ATLANTAEIN 58-0566126Plan #003PY 2024

5342 TILLY MILL RD - DUNWOODY, GA 303384426678-812-4000atlantajcc.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$12.5M

+9.9% from 2023

Total participants

202

-0.5% from 2023

Average account balance

$64,680

+11.0% from 2023

Annual return

14.31%

-3.00 pp from 2023

Benchmarks

See 85 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Cohort85 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.55M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

194

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.

91.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$685K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$295

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 CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 58-0566126 320 PARK AVENUE · NEW YORK, NY 10022	Account maintenance fees; Recordkeepi...	$161

Plan features & details

Pension benefit codes2L2G2F2T

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.
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.

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

$57K

$578 / participant

Contract admin$57K100.0%

% of EOY assets

0.456%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BDO USA, PC
Auditor EIN: 155381590
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,680

$64,640+0.1%

$81,820-20.9%

Participation rate

91.9%

64.3%+27.6pp

72.4%+19.5pp

Annual return

14.31%

13.47%+0.8pp

777.93%-763.6pp

Employer contribution / active EE

$1,091

$3,040-64.1%

$2,915-62.6%

Participant deferral / active EE

$5,831

$3,288+77.3%

$4,323+34.9%

Admin fee / account holder

$295

$2,218-86.7%

$7,391-96.0%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP10+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12 · EIN 58-0566126

320 PARK AVENUE · NEW YORK, NY 10022

Account maintenance fees; Recordkeepi...

$161

403B THRIFT PLAN OF MARCUS JEWISH COMMUNITY CENTER OF ATLANTA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403B THRIFT PLAN OF MARCUS JEWISH COMMUNITY CENTER OF ATLANTA, 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