Retirement plan

JEWISH COMMUNITY RELATIONS COUNCIL 403(B) RETIREMENT PLAN

Name: JEWISH COMMUNITY RELATIONS COUNCIL - JEWISH COMMUNITY RELATIONS COUNCIL 403(B) RETIREMENT PLAN (2019) Form 5500
Creator: JEWISH COMMUNITY RELATIONS COUNCIL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEWISH COMMUNITY RELATIONS COUNCIL 403(B) RETIREMENT PLAN, JEWISH COMMUNITY RELATIONS COUNCIL

JEWISH COMMUNITY RELATIONS COUNCILEIN 04-2104347Plan #001PY 2019

126 HIGH STREET - BOSTON, MA 02110617-457-8600jcrcboston.orgLinkedIn11-50 employeesgovernment relations

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+22.6% from 2018

Total participants

0.0% from 2018

Average account balance

$39,589

+25.1% from 2018

Annual return

22.37%

+24.46 pp from 2018

Benchmarks

See 35,105 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,105 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.64M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

388.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+19.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10653

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 codes2F2G2L2T3D

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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

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

$194K

$10189 / participant

Other / not subdivided$194K100.0%

% of EOY assets

9.980%

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

$39,589

$103,038-61.6%

$90,324-56.2%

$152,909-74.1%

Participation rate

89.5%

75.9%+13.6pp

73.3%+16.2pp

82.5%+7.0pp

Annual return

22.37%

95.25%-72.9pp

78.15%-55.8pp

345.46%-323.1pp

Employer contribution / active EE

$3,434

$3,141+9.3%

$2,856+20.3%

$4,764-27.9%

Participant deferral / active EE

$6,333

$4,282+47.9%

$3,885+63.0%

$5,851+8.2%

Admin fee / account holder

$3,951

$6,177-36.0%

$5,356-26.2%

$11,601-65.9%

JEWISH COMMUNITY RELATIONS COUNCIL 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEWISH COMMUNITY RELATIONS COUNCIL 403(B) RETIREMENT 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