Retirement plan

COMMUNITIES IN SCHOOLS OF JACKSONVILLE, INC. TAX DEFERRED ANNUITY PLAN

Name: COMMUNITIES IN SCHOOLS OF JACKSONVILLE, INC. - COMMUNITIES IN SCHOOLS OF JACKSONVILLE, INC. TAX DEFERRED ANNUITY PLAN (2020) Form 5500
Creator: COMMUNITIES IN SCHOOLS OF JACKSONVILLE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITIES IN SCHOOLS OF JACKSONVILLE, INC. TAX DEFERRED ANNUITY PLAN, COMMUNITIES IN SCHOOLS OF JACKSONVILLE, INC.

COMMUNITIES IN SCHOOLS OF JACKSONVILLE, INC.EIN 59-3027895Plan #002PY 2020

532 RIVERSIDE AVE., SUITE 3-OH - JACKSONVILLE, FL 32202904-344-3900cisjax.orgLinkedIn201-500 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.8M

+25.8% from 2019

Total participants

-100.0% from 2019

Average account balance

-100.0% from 2019

Annual return

20.95%

+20.06 pp from 2019

Benchmarks

See 51 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Cohort51 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.52M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

90.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$272K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+9.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3999

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 codes2F2G2L

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$7K

Contract admin$7K100.0%

% of EOY assets

0.415%

all-in expense ratio

Categories reported

1 / 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

$76,653-100.0%

$70,494-100.0%

Participation rate

0.0%

80.3%-80.3pp

75.1%-75.1pp

Annual return

20.95%

4.62%+16.3pp

109.16%-88.2pp

Employer contribution / active EE

$2,510-100.0%

$2,738-100.0%

Participant deferral / active EE

$4,121-100.0%

$3,711-100.0%

Admin fee / account holder

$17,353-100.0%

$3,848-100.0%

COMMUNITIES IN SCHOOLS OF JACKSONVILLE, INC. TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITIES IN SCHOOLS OF JACKSONVILLE, INC. TAX DEFERRED ANNUITY 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