Retirement plan

EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITIES OF WESTERN CT, INC.

Name: JEWISH COMMUNITIES OF WESTERN CT, I NC. - EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITIES OF WESTERN CT, INC. (2016) Form 5500
Creator: JEWISH COMMUNITIES OF WESTERN CT, I NC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITIES OF WESTERN CT, INC., JEWISH COMMUNITIES OF WESTERN CT, I NC.

JEWISH COMMUNITIES OF WESTERN CT, I NC.EIN 06-0646691Plan #001PY 2016

444 MAIN ST N - SOUTHBURY, CT 06488203-267-3177LinkedIn11-50 employees

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$297K

No prior year

Total participants

No prior year

Average account balance

$29,679

No prior year

Annual return

-6.63%

No prior year

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$134K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

400.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+7.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18756

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 codes2E

Plan features

2E
Profit-sharing
Profit-sharing plan.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$54K

$9007 / participant

Other / not subdivided$54K100.0%

% of EOY assets

18.209%

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

$29,679

$90,486-67.2%

$78,676-62.3%

$273,972-89.2%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

-6.63%

75.62%-82.2pp

62.19%-68.8pp

41.46%-48.1pp

Employer contribution / active EE

$567

$3,175-82.1%

$2,850-80.1%

$4,869-88.4%

Participant deferral / active EE

$3,271

$3,901-16.2%

$3,517-7.0%

$5,287-38.1%

Admin fee / account holder

$5,404

$5,263+2.7%

$4,510+19.8%

$10,133-46.7%

EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITIES OF WESTERN CT, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITIES OF WESTERN CT, 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