Retirement plan

BAR ILAN UNIVERSITY IN ISRAEL DEFINED CONTRIBUTION PLAN

Name: BAR ILAN UNIVERSITY IN ISRAEL - BAR ILAN UNIVERSITY IN ISRAEL DEFINED CONTRIBUTION PLAN (2017) Form 5500
Creator: BAR ILAN UNIVERSITY IN ISRAEL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAR ILAN UNIVERSITY IN ISRAEL DEFINED CONTRIBUTION PLAN, BAR ILAN UNIVERSITY IN ISRAEL

BAR ILAN UNIVERSITY IN ISRAELdba AMERICAN FRIENDS OF BAR-ILAN UNIVERSITYEIN 13-6192275Plan #001PY 2017

160 E. 56TH STREET, 5TH FLOOR - NEW YORK, NY 10022212-906-3900LinkedIn1-10 employeesprimary/secondary education

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6M

+2.7% from 2016

Total participants

+1.9% from 2016

Average account balance

$118,301

+2.7% from 2016

Annual return

14.70%

+9.33 pp from 2016

Benchmarks

See 5,614 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,614 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.19M

Not enough data

1 years with asset history on file

Average account balance

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

$200K

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.

340.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$306K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+14.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9059

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.0M

$57482 / participant

Other / not subdivided$1M100.0%

% of EOY assets

17.149%

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

$118,301

$73,546+60.9%

$63,018+87.7%

$147,586-19.8%

Participation rate

88.9%

77.9%+11.0pp

74.8%+14.1pp

82.8%+6.1pp

Annual return

14.70%

175.56%-160.9pp

87.62%-72.9pp

578.59%-563.9pp

Employer contribution / active EE

$8,384

$3,324+152.2%

$2,761+203.7%

$4,876+71.9%

Participant deferral / active EE

$9,868

$4,185+135.8%

$3,330+196.4%

$5,439+81.4%

Admin fee / account holder

$20,288

$5,956+240.6%

$3,601+463.4%

$10,886+86.4%

BAR ILAN UNIVERSITY IN ISRAEL DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BAR ILAN UNIVERSITY IN ISRAEL DEFINED CONTRIBUTION 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