Retirement plan

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

Name: JACK AND JILL CHILDREN S CENTER, INC. - 403(B) THRIFT PLAN OF JACK AND JILL CHILDREN S CENTER, INC. (2018) Form 5500
Creator: JACK AND JILL CHILDREN S CENTER, INC.
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, INC.

JACK AND JILL CHILDREN S CENTER, INC.EIN 59-0637870Plan #003PY 2018

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

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+4.9% from 2017

Total participants

+2.5% from 2017

Average account balance

$18,042

-7.1% from 2017

Annual return

0.34%

-10.63 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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 codes2F2S2T

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).
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

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

$64K

$1095 / participant

Other / not subdivided$64K100.0%

% of EOY assets

5.029%

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

$18,042

$75,962-76.2%

$154,108-88.3%

$64,173-71.9%

Participation rate

81.0%

70.4%+10.6pp

83.0%-2.0pp

69.6%+11.5pp

Annual return

0.34%

30.32%-30.0pp

735.21%-734.9pp

7.63%-7.3pp

Employer contribution / active EE

$896

$3,350-73.3%

$5,298-83.1%

$2,381-62.4%

Participant deferral / active EE

$1,103

$3,175-65.3%

$5,081-78.3%

$3,470-68.2%

Admin fee / account holder

$907

$5,589-83.8%

$13,411-93.2%

$4,887-81.4%

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