Retirement plan

EMPLOYEE BENEFIT PLAN OF UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW CANAAN & DARIEN

Name: UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW CANAAN & DARIEN - EMPLOYEE BENEFIT PLAN OF UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW CANAAN & DARIEN (2016) Form 5500
Creator: UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW CANAAN & DARIEN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW CANAAN & DARIEN, UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW CANAAN & DARIEN

UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW CANAAN & DARIENEIN 06-0923384Plan #001PY 2016

1035 NEWFIELD AVE - STAMFORD, CT 06905203-321-1373LinkedIn11-50 employeescivic & social organization

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$254K

+18.3% from 2015

Total participants

-43.8% from 2015

Average account balance

$28,271

+18.3% from 2015

Annual return

6.28%

+8.79 pp from 2015

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

$532K

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

266.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+10.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$141

$47 / participant

Other / not subdivided$141100.0%

% of EOY assets

0.055%

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

$28,271

$90,486-68.8%

$78,676-64.1%

$273,972-89.7%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

6.28%

75.62%-69.3pp

62.19%-55.9pp

41.46%-35.2pp

Employer contribution / active EE

$1,374

$3,175-56.7%

$2,850-51.8%

$4,869-71.8%

Participant deferral / active EE

$7,220

$3,901+85.1%

$3,517+105.3%

$5,287+36.6%

Admin fee / account holder

$16

$5,263-99.7%

$4,510-99.7%

$10,133-99.8%

EMPLOYEE BENEFIT PLAN OF UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW CANAAN & DARIEN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW CANAAN & DARIEN

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