Retirement plan

THE FUND FOR NEW JERSEY PENSION PLAN

Name: FUND FOR NEW JERSEY - THE FUND FOR NEW JERSEY PENSION PLAN (2015) Form 5500
Creator: FUND FOR NEW JERSEY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE FUND FOR NEW JERSEY PENSION PLAN, FUND FOR NEW JERSEY

FUND FOR NEW JERSEYEIN 22-1895028Plan #001PY 2015

ONE PALMER SQUARE EAST, STE 303 - PRINCETON, NJ 08542609-356-0421fundfornj.orgLinkedIn1-10 employeesphilanthropy

Other plans on this EIN

1 filing

#002Retirement-$384K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$228K

No prior year

Total participants

No prior year

Average account balance

$114,100

No prior year

Annual return

-1.54%

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

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2C2F2G2T3D

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.
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.
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

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

$4K

Other / not subdivided$4K100.0%

% of EOY assets

1.659%

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

$114,100

$84,685+34.7%

$73,836+54.5%

$125,389-9.0%

Participation rate

0.0%

76.8%-76.8pp

73.4%-73.4pp

83.2%-83.2pp

Annual return

-1.54%

3123.80%-3125.3pp

2268.06%-2269.6pp

282.24%-283.8pp

Employer contribution / active EE

$3,123-100.0%

$2,787-100.0%

$4,866-100.0%

Participant deferral / active EE

$3,993-100.0%

$3,583-100.0%

$5,352-100.0%

Admin fee / account holder

$1,893

$5,694-66.8%

$4,882-61.2%

$9,541-80.2%

THE FUND FOR NEW JERSEY PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE FUND FOR NEW JERSEY PENSION 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