Retirement plan

JEWISH FAMILY & CHILDREN'S SERVICE OF MONMOUTH COUNTY TAX SHELTERED ANNUITY PLAN

Name: JEWISH FAMILY & CHILDREN'S SERVICE - JEWISH FAMILY & CHILDREN'S SERVICE OF MONMOUTH COUNTY TAX SHELTERED ANNUITY PLAN (2017) Form 5500
Creator: JEWISH FAMILY & CHILDREN'S SERVICE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEWISH FAMILY & CHILDREN'S SERVICE OF MONMOUTH COUNTY TAX SHELTERED ANNUITY PLAN, JEWISH FAMILY & CHILDREN'S SERVICE

JEWISH FAMILY & CHILDREN'S SERVICEEIN 22-2158627Plan #001PY 2017

705 SUMMERFIELD AVENUE - ASBURY PARK, NJ 077126921732-774-6886LinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$702K

+17.1% from 2016

Total participants

+10.0% from 2016

Average account balance

$41,320

+3.4% from 2016

Annual return

12.75%

+7.34 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.04M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

113.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$63K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$591

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 codes2F2G2L2M2T

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$31K

$1094 / participant

Other / not subdivided$31K100.0%

% of EOY assets

4.361%

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

$41,320

$84,236-50.9%

$170,439-75.8%

$70,124-41.1%

Participation rate

42.9%

70.8%-28.0pp

83.6%-40.7pp

69.5%-26.7pp

Annual return

12.75%

23.06%-10.3pp

205.94%-193.2pp

73.14%-60.4pp

Employer contribution / active EE

$637

$3,387-81.2%

$5,433-88.3%

$2,342-72.8%

Participant deferral / active EE

$1,386

$3,086-55.1%

$4,939-71.9%

$3,332-58.4%

Admin fee / account holder

$1,802

$5,698-68.4%

$13,881-87.0%

$4,645-61.2%

JEWISH FAMILY & CHILDREN'S SERVICE OF MONMOUTH COUNTY TAX SHELTERED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEWISH FAMILY & CHILDREN'S SERVICE OF MONMOUTH COUNTY TAX SHELTERED 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