Retirement plan

FLEXIBLE ANNUITY DC PLAN OF JEWISH FEDERATION OF

Name: JEWISH FEDERATION OF NORTHERN NEW JERSEY, INC. - FLEXIBLE ANNUITY DC PLAN OF JEWISH FEDERATION OF (2015) Form 5500
Creator: JEWISH FEDERATION OF NORTHERN NEW JERSEY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FLEXIBLE ANNUITY DC PLAN OF JEWISH FEDERATION OF, JEWISH FEDERATION OF NORTHERN NEW JERSEY, INC.

JEWISH FEDERATION OF NORTHERN NEW JERSEY, INC.EIN 20-1195592Plan #001PY 2015

50 EISENHOWER DRIVE - PARAMUS, NJ 07652201-820-3960jfnnj.orgLinkedIn51-200 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$2.4M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

No prior year

Total participants

No prior year

Average account balance

$25,949

No prior year

Annual return

0.24%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$933K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

254.5%

Not enough data

1 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

-14.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$137

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 codes2C

Plan features

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

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

$320K

$15237 / participant

Other / not subdivided$320K100.0%

% of EOY assets

30.076%

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

$25,949

$84,685-69.4%

$73,836-64.9%

$125,389-79.3%

Participation rate

71.4%

76.8%-5.3pp

73.4%-2.0pp

83.2%-11.8pp

Annual return

0.24%

3123.80%-3123.6pp

2268.06%-2267.8pp

282.24%-282.0pp

Employer contribution / active EE

$584

$3,123-81.3%

$2,787-79.1%

$4,866-88.0%

Participant deferral / active EE

$3,993-100.0%

$3,583-100.0%

$5,352-100.0%

Admin fee / account holder

$7,805

$5,694+37.1%

$4,882+59.9%

$9,541-18.2%

FLEXIBLE ANNUITY DC PLAN OF JEWISH FEDERATION OF

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FLEXIBLE ANNUITY DC PLAN OF JEWISH FEDERATION OF

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