Retirement plan

RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707

Name: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. - RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 (2020) Form 5500
Creator: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707, HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC.

HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC.EIN 13-1656651Plan #003PY 2020

40 WALL ST, 8TH FLOOR - NEW YORK, NY 10005212-303-8102

Other plans on this EIN

2 filings

#002Retirement-$24.1M assets #001Retirement-$15.6M assets

Prospect flagsWind-down / frozen

How to read this page

Total assets (EOY)

$1.9M

+17.1% from 2019

Total participants

136

+3.8% from 2019

Average account balance

$13,916

+12.8% from 2019

Annual return

14.50%

-2.83 pp from 2019

Benchmarks

See 36,205 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,205 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.00M

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

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

+12.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3937

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

Top 2 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS6+ years Service code 12 · EIN 13-3689044	Sales loads (front end and deferred);...	$1,690
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0

Plan features & details

Pension benefit codes2C2G2K2T3D

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.
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

1 tripped

InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$6K

$244 / participant

Investment mgmt$4K69.9%
Other / not subdivided$2K30.1%

% of EOY assets

0.297%

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

$13,916

$100,911-86.2%

$90,440-84.6%

$158,966-91.2%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

14.50%

1726.62%-1712.1pp

1294.38%-1279.9pp

302.95%-288.4pp

Employer contribution / active EE

$2,222

$3,690-39.8%

$3,263-31.9%

$4,762-53.3%

Participant deferral / active EE

$4,348-100.0%

$3,964-100.0%

$5,983-100.0%

Admin fee / account holder

$41

$6,507-99.4%

$5,615-99.3%

$11,250-99.6%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS6+ years

Service code 12 · EIN 13-3689044

Sales loads (front end and deferred);...

$1,690

NATIONAL FINANCIAL SERVICES6+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707

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