Retirement plan

EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY CENTER OF SCHENECTADY, INC.

Name: JEWISH COMMUNITY CENTER OF SCHENECTADY, INC. - EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY CENTER OF SCHENECTADY, INC. (2015) Form 5500
Creator: JEWISH COMMUNITY CENTER OF SCHENECTADY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY CENTER OF SCHENECTADY, INC., JEWISH COMMUNITY CENTER OF SCHENECTADY, INC.

JEWISH COMMUNITY CENTER OF SCHENECTADY, INC.EIN 14-1343041Plan #002PY 2015

2565 BALLTOWN ROAD - SCHENECTADY, NY 12309518-377-8803LinkedIn51-200 employeescivic & social organization

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$933K

No prior year

Total participants

No prior year

Average account balance

$12,438

No prior year

Annual return

-1.25%

No prior year

Benchmarks

See 6,736 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort6,736 peers

Snapshot2015

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

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Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+2.90%

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 4-year trajectory. $4.99 for your first month.

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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 codes2C2F2G3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$12K

$245 / participant

Other / not subdivided$12K100.0%

% of EOY assets

1.339%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$12,438

$45,152-72.5%

$73,843-83.2%

$59,632-79.1%

Participation rate

92.2%

64.0%+28.1pp

73.4%+18.7pp

68.7%+23.5pp

Annual return

-1.25%

27.40%-28.6pp

2267.84%-2269.1pp

2041.28%-2042.5pp

Employer contribution / active EE

$1,848

$1,902-2.8%

$2,787-33.7%

$2,203-16.1%

Participant deferral / active EE

$2,574-100.0%

$3,583-100.0%

$3,192-100.0%

Admin fee / account holder

$167

$3,516-95.3%

$4,880-96.6%

$4,297-96.1%

EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY CENTER OF SCHENECTADY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY CENTER OF SCHENECTADY, INC.

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