Retirement plan

TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH LABOR COMMITTEE

Name: JEWISH LABOR COMMITTEE - TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH LABOR COMMITTEE (2020) Form 5500
Creator: JEWISH LABOR COMMITTEE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH LABOR COMMITTEE, JEWISH LABOR COMMITTEE

JEWISH LABOR COMMITTEEEIN 13-1675650Plan #002PY 2020

140 WEST 31ST STREET 2ND FLOOR - NEW YORK CITY, NY 10001212-477-0707jewishlabor.orgLinkedIn1-10 employeescivic & social organization

Prospect flagsLow participationHigh assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$756K

+16.2% from 2019

Total participants

-20.0% from 2019

Average account balance

$756,004

+16.2% from 2019

Annual return

13.30%

-5.43 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$924K

Not enough data

1 years with asset history on file

Average account balance

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

$924K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+7.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2F2G2L

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.

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$20

$5 / participant

Other / not subdivided$20100.0%

% of EOY assets

0.003%

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

$756,004

$100,938+649.0%

$90,461+735.7%

$158,982+375.5%

Participation rate

25.0%

75.0%-50.0pp

72.7%-47.7pp

82.0%-57.0pp

Annual return

13.30%

1727.20%-1713.9pp

1294.76%-1281.5pp

302.99%-289.7pp

Employer contribution / active EE

$3,691-100.0%

$3,264-100.0%

$4,763-100.0%

Participant deferral / active EE

$4,700

$4,350+8.1%

$3,964+18.6%

$5,983-21.5%

Admin fee / account holder

$20

$6,510-99.7%

$5,617-99.6%

$11,252-99.8%

TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH LABOR COMMITTEE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH LABOR COMMITTEE

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