Retirement plan

403(B) THRIFT PLAN OF JACK AND JILL CHILDREN S CENTER, INC.

Name: JACK AND JILL CHILDREN S CENTER, IN C. - 403(B) THRIFT PLAN OF JACK AND JILL CHILDREN S CENTER, INC. (2016) Form 5500
Creator: JACK AND JILL CHILDREN S CENTER, IN C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF JACK AND JILL CHILDREN S CENTER, INC., JACK AND JILL CHILDREN S CENTER, IN C.

JACK AND JILL CHILDREN S CENTER, IN C.EIN 59-0637870Plan #003PY 2016

1315 W BROWARD BLVD - FORT LAUDERDALE, FL 33312954-463-8772

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+5.2% from 2015

Total participants

+11.5% from 2015

Average account balance

$17,908

-8.9% from 2015

Annual return

6.78%

-4.13 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.25M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

131

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.

131.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$244K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+15.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2692

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 codes2L2G2F

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$127K

$3101 / participant

Other / not subdivided$127K100.0%

% of EOY assets

11.834%

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

$17,908

$77,638-76.9%

$156,551-88.6%

$62,881-71.5%

Participation rate

80.5%

71.2%+9.3pp

84.0%-3.5pp

69.3%+11.2pp

Annual return

6.78%

50.33%-43.5pp

32.23%-25.4pp

20.14%-13.4pp

Employer contribution / active EE

$1,383

$3,444-59.8%

$5,501-74.9%

$2,281-39.4%

Participant deferral / active EE

$1,303

$3,046-57.2%

$4,871-73.3%

$3,203-59.3%

Admin fee / account holder

$2,119

$5,561-61.9%

$13,028-83.7%

$4,296-50.7%

403(B) THRIFT PLAN OF JACK AND JILL CHILDREN S CENTER, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF JACK AND JILL CHILDREN S CENTER, 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