Retirement plan

THE NATIONAL COUNCIL OF JEWISH WOMEN - ESSEX COUNTY SECTION TAX DEFERRED ANNUITY PLAN

Name: NATIONAL COUNCIL OF JEWISH WOMEN - ESSEX COUNTY SECTION - THE NATIONAL COUNCIL OF JEWISH WOMEN - ESSEX COUNTY SECTION TAX DEFERRED ANNUITY PLAN (2018) Form 5500
Creator: NATIONAL COUNCIL OF JEWISH WOMEN - ESSEX COUNTY SECTION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE NATIONAL COUNCIL OF JEWISH WOMEN - ESSEX COUNTY SECTION TAX DEFERRED ANNUITY PLAN, NATIONAL COUNCIL OF JEWISH WOMEN - ESSEX COUNTY SECTION

NATIONAL COUNCIL OF JEWISH WOMEN - ESSEX COUNTY SECTIONEIN 22-1687993Plan #001PY 2018

70 SOUTH ORANGE AVENUE, SUITE 120 - LIVINGSTON, NJ 07039973-740-0588

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$472K

+1.1% from 2017

Total participants

0.0% from 2017

Average account balance

$59,057

+1.1% from 2017

Annual return

-1.87%

-21.69 pp from 2017

Benchmarks

See 33,731 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,731 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$288K

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3593

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 codes2G2L2T

Plan features

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

$14K

$1812 / participant

Other / not subdivided$14K100.0%

% of EOY assets

3.068%

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

$59,057

$90,617-34.8%

$79,476-25.7%

$135,382-56.4%

Participation rate

100.0%

76.1%+23.9pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-1.87%

977.57%-979.4pp

718.21%-720.1pp

519.77%-521.6pp

Employer contribution / active EE

$3,068-100.0%

$2,800-100.0%

$4,779-100.0%

Participant deferral / active EE

$3,119

$4,050-23.0%

$3,704-15.8%

$5,609-44.4%

Admin fee / account holder

$1,812

$5,907-69.3%

$5,113-64.6%

$10,829-83.3%

THE NATIONAL COUNCIL OF JEWISH WOMEN - ESSEX COUNTY SECTION TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE NATIONAL COUNCIL OF JEWISH WOMEN - ESSEX COUNTY SECTION 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