Retirement plan

KEREN KESHET THE RAINBOW FOUNDATION TAX DEFERRED ANNUITY PLAN

Name: KEREN KESHET THE RAINBOW FOUNDATION - KEREN KESHET THE RAINBOW FOUNDATION TAX DEFERRED ANNUITY PLAN (2021) Form 5500
Creator: KEREN KESHET THE RAINBOW FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEREN KESHET THE RAINBOW FOUNDATION TAX DEFERRED ANNUITY PLAN, KEREN KESHET THE RAINBOW FOUNDATION

KEREN KESHET THE RAINBOW FOUNDATIONEIN 13-4069592Plan #002PY 2021

1015 PARK AVENUE - NEW YORK, NY 10028212-396-8803LinkedIn1-10 employeesinvestment management

Other plans on this EIN

2 filings

#003Retirement-$460K assets #001Retirement--

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.6M

+41.2% from 2020

Total participants

-21.4% from 2020

Average account balance

$455,095

+83.5% from 2020

Annual return

40.91%

+24.49 pp from 2020

Benchmarks

See 37,602 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort37,602 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.81M

Not enough data

1 years with asset history on file

Average account balance

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

$481K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+11.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$52103

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 codes2F2G2L2T

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$89K

$14839 / participant

Other / not subdivided$89K100.0%

% of EOY assets

1.956%

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

$455,095

$109,905+314.1%

$98,506+362.0%

$167,553+171.6%

Participation rate

83.3%

75.8%+7.5pp

73.3%+10.0pp

82.1%+1.2pp

Annual return

40.91%

1960.20%-1919.3pp

1494.92%-1454.0pp

478.89%-438.0pp

Employer contribution / active EE

$3,226-100.0%

$2,961-100.0%

$4,840-100.0%

Participant deferral / active EE

$16,250

$4,674+247.7%

$4,277+279.9%

$6,343+156.2%

Admin fee / account holder

$8,903

$6,760+31.7%

$5,955+49.5%

$12,316-27.7%

KEREN KESHET THE RAINBOW FOUNDATION TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KEREN KESHET THE RAINBOW FOUNDATION TAX DEFERRED ANNUITY 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