Retirement plan

HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN

Name: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. - HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN (2016) 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, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN, HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC.

HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC.EIN 13-1656651Plan #002PY 2016

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

Other plans on this EIN

2 filings

#001Retirement-$10.6M assets #003Retirement-$1.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$16M

+2.5% from 2015

Total participants

315

-18.0% from 2015

Average account balance

$59,065

+29.4% from 2015

Annual return

5.92%

+5.52 pp from 2015

Benchmarks

See 1,686 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,686 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$35.92M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

294

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.

85.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.62M

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

+15.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26

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 2 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS2+ years Service code 12 · EIN 13-3689044	Claims processing; Direct payment fro...	$17,800
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0

Plan features & details

Pension benefit codes2L2M2G2T

Plan features

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$18K

$115 / participant

Other / not subdivided$18K100.0%

% of EOY assets

0.111%

all-in expense ratio

Categories reported

0 / 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

$59,065

$43,423+36.0%

$78,676-24.9%

$55,167+7.1%

Participation rate

71.6%

68.0%+3.6pp

73.6%-2.0pp

69.0%+2.6pp

Annual return

5.92%

11.53%-5.6pp

62.19%-56.3pp

169.23%-163.3pp

Employer contribution / active EE

$2,544

$1,997+27.4%

$2,850-10.7%

$1,963+29.6%

Participant deferral / active EE

$6,168

$2,509+145.9%

$3,517+75.4%

$3,054+102.0%

Admin fee / account holder

$66

$416-84.2%

$4,510-98.5%

$504-87.0%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS2+ years

Service code 12 · EIN 13-3689044

Claims processing; Direct payment fro...

$17,800

NATIONAL FINANCIAL SERVICES2+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) 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