Retirement plan

THE NATIONAL COUNCIL OF JEWISH WOMEN - NY SECTION TAX DEFERRED ANNUITY PLAN

Name: NATIONAL COUNCIL OF JEWISH WOMEN - NY SECTION - THE NATIONAL COUNCIL OF JEWISH WOMEN - NY SECTION TAX DEFERRED ANNUITY PLAN (2024) Form 5500
Creator: NATIONAL COUNCIL OF JEWISH WOMEN - NY SECTION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE NATIONAL COUNCIL OF JEWISH WOMEN - NY SECTION TAX DEFERRED ANNUITY PLAN, NATIONAL COUNCIL OF JEWISH WOMEN - NY SECTION

NATIONAL COUNCIL OF JEWISH WOMEN - NY SECTIONEIN 13-1624132Plan #001PY 2024

241 WEST 72ND ST - NEW YORK, NY 10023212-687-5030LinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$540K

+20.2% from 2023

Total participants

+16.7% from 2023

Average account balance

$41,509

+20.2% from 2023

Annual return

12.64%

-0.42 pp from 2023

Benchmarks

See 49,949 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,949 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$540K

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

92.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$396

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 codes2F2G2L2M2T3D

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$5K

$368 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.955%

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

$41,509

$88,754-53.2%

$81,820-49.3%

$145,877-71.5%

Participation rate

42.9%

75.1%-32.2pp

72.4%-29.5pp

80.3%-37.4pp

Annual return

12.64%

1031.77%-1019.1pp

777.93%-765.3pp

551.28%-538.6pp

Employer contribution / active EE

$955

$3,085-69.0%

$2,915-67.2%

$4,663-79.5%

Participant deferral / active EE

$1,581

$4,648-66.0%

$4,323-63.4%

$6,691-76.4%

Admin fee / account holder

$396

$8,424-95.3%

$7,391-94.6%

$13,402-97.0%

THE NATIONAL COUNCIL OF JEWISH WOMEN - NY SECTION TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE NATIONAL COUNCIL OF JEWISH WOMEN - NY SECTION 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