Retirement plan

THE JEWISH FOUNDATION FOR EDUCATION OF WOMEN 403(B) TAX DEFERRED ANNUITY PLAN

Name: JEWISH FOUNDATION FOR EDUCATION OF WOMEN - THE JEWISH FOUNDATION FOR EDUCATION OF WOMEN 403(B) TAX DEFERRED ANNUITY PLAN (2016) Form 5500
Creator: JEWISH FOUNDATION FOR EDUCATION OF WOMEN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE JEWISH FOUNDATION FOR EDUCATION OF WOMEN 403(B) TAX DEFERRED ANNUITY PLAN, JEWISH FOUNDATION FOR EDUCATION OF WOMEN

JEWISH FOUNDATION FOR EDUCATION OF WOMENEIN 13-1860415Plan #001PY 2016

545 FIFTH AVENUE, SUITE 502 - NEW YORK, NY 10017212-288-3931jfew.orgLinkedIn1-10 employeesphilanthropy

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$375K

No prior year

Total participants

No prior year

Average account balance

$62,458

No prior year

Annual return

6.96%

No prior year

Benchmarks

See 30,921 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,921 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.03M

Not enough data

1 years with asset history on file

Average account balance

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

$147K

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.

233.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+15.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2G2L2T

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.
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.

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$62,458

$90,503-31.0%

$78,689-20.6%

$273,961-77.2%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

6.96%

75.60%-68.6pp

62.18%-55.2pp

41.45%-34.5pp

Employer contribution / active EE

$8,889

$3,176+179.9%

$2,851+211.8%

$4,869+82.6%

Participant deferral / active EE

$8,889

$3,901+127.9%

$3,517+152.8%

$5,287+68.1%

Admin fee / account holder

$5,263-100.0%

$4,510-100.0%

$10,132-100.0%

THE JEWISH FOUNDATION FOR EDUCATION OF WOMEN 403(B) TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE JEWISH FOUNDATION FOR EDUCATION OF WOMEN 403(B) TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion