Retirement plan

HADASSAH RETIREMENT PLAN

Name: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. - HADASSAH RETIREMENT PLAN (2017) Form 5500
Creator: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HADASSAH RETIREMENT PLAN, HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC.

HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC.EIN 13-1656651Plan #001PY 2017

40 WALL ST - NEW YORK, NY 10005212-303-8102

Other plans on this EIN

2 filings

#002Retirement-$18.1M assets #003Retirement-$1.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$12M

+14.2% from 2016

Total participants

300

0.0% from 2016

Average account balance

$41,551

+14.6% from 2016

Annual return

15.61%

+9.44 pp from 2016

Benchmarks

See 1,704 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,704 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.25M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

285

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.

91.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$412

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
USI CONSULTING GROUP3+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347	Advisory (Plan)	$36,161
TRANSAMERICA RETIREMENT SOLUTIONS3+ years Service code 12 · EIN 13-3689044	Claims processing; Distribution (12b-...	$13,617
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2C2G2K2T

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$50K

$366 / participant

Investment mgmt$36K72.6%
Other / not subdivided$14K27.4%

% of EOY assets

0.413%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,551

$50,637-17.9%

$86,597-52.0%

$62,293-33.3%

Participation rate

92.6%

67.9%+24.8pp

73.5%+19.1pp

69.5%+23.1pp

Annual return

15.61%

20.80%-5.2pp

964.96%-949.3pp

28.90%-13.3pp

Employer contribution / active EE

$4,610

$2,075+122.2%

$2,840+62.4%

$2,042+125.7%

Participant deferral / active EE

$2,611-100.0%

$3,609-100.0%

$3,169-100.0%

Admin fee / account holder

$172

$413-58.5%

$4,906-96.5%

$479-64.2%

Provider

Service type

Compensation

USI CONSULTING GROUP3+ years

Filed as: USI ADVISORS INC

Service code 27 · EIN 06-1397347

Advisory (Plan)

$36,161

TRANSAMERICA RETIREMENT SOLUTIONS3+ years

Service code 12 · EIN 13-3689044

Claims processing; Distribution (12b-...

$13,617

NATIONAL FINANCIAL SERVICES3+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

HADASSAH RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HADASSAH 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