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. (2021) 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 2021

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

+24.5% from 2020

Total participants

+8.8% from 2020

Average account balance

$27,338

+16.3% from 2020

Annual return

15.54%

+1.20 pp from 2020

Benchmarks

See 18,803 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,803 peers

Snapshot2021

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 codes2F2G2S2T

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.
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

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

$42K

$674 / participant

Other / not subdivided$42K100.0%

% of EOY assets

1.680%

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

$27,338

$95,415-71.3%

$185,851-85.3%

$85,851-68.2%

Participation rate

87.1%

68.8%+18.3pp

81.7%+5.4pp

69.3%+17.8pp

Annual return

15.54%

23.59%-8.0pp

122.11%-106.6pp

318.63%-303.1pp

Employer contribution / active EE

$1,579

$3,314-52.3%

$5,168-69.4%

$2,565-38.4%

Participant deferral / active EE

$1,972

$3,424-42.4%

$5,569-64.6%

$3,952-50.1%

Admin fee / account holder

$459

$7,215-93.6%

$16,245-97.2%

$6,261-92.7%

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