Retirement plan

TAX DEFERRED ANNUITY PLAN OF JEWISH FEDERATION OF

Name: JEWISH FEDERATION OF NORTHERN NEW - TAX DEFERRED ANNUITY PLAN OF JEWISH FEDERATION OF (2024) Form 5500
Creator: JEWISH FEDERATION OF NORTHERN NEW
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF JEWISH FEDERATION OF, JEWISH FEDERATION OF NORTHERN NEW

JEWISH FEDERATION OF NORTHERN NEWEIN 20-1195592Plan #002PY 2024

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.1M

+8.0% from 2023

Total participants

-4.8% from 2023

Average account balance

$89,048

+1.8% from 2023

Annual return

13.21%

-1.85 pp from 2023

Benchmarks

See 49,898 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,898 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.12M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

152.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$215K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10479

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 codes2L

Plan features

2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

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

$367K

$15946 / participant

Other / not subdivided$367K100.0%

% of EOY assets

11.768%

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

$89,048

$88,778+0.3%

$81,844+8.8%

$145,884-39.0%

Participation rate

78.3%

75.1%+3.2pp

72.4%+5.9pp

80.3%-2.0pp

Annual return

13.21%

1033.03%-1019.8pp

778.87%-765.7pp

551.85%-538.6pp

Employer contribution / active EE

$3,087-100.0%

$2,916-100.0%

$4,662-100.0%

Participant deferral / active EE

$9,349

$4,648+101.1%

$4,323+116.2%

$6,690+39.7%

Admin fee / account holder

$10,479

$8,430+24.3%

$7,355+42.5%

$13,392-21.8%

TAX DEFERRED ANNUITY PLAN OF JEWISH FEDERATION OF

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY 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