Retirement plan

403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICES OF NORTHERN NEW JERSEY, INC.

Name: JEWISH FAMILY CHILDREN S SERVICES OF NORTHERN NEW JERSEY, INC. - 403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICES OF NORTHERN NEW JERSEY, INC. (2018) Form 5500
Creator: JEWISH FAMILY CHILDREN S SERVICES OF NORTHERN NEW JERSEY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICES OF NORTHERN NEW JERSEY, INC., JEWISH FAMILY CHILDREN S SERVICES OF NORTHERN NEW JERSEY, INC.

JEWISH FAMILY CHILDREN S SERVICES OF NORTHERN NEW JERSEY, INC.EIN 22-2223109Plan #002PY 2018

1485 TEANECK RD - TEANECK, NJ 076663626201-837-9090LinkedIn11-50 employeesmedical practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+12.0% from 2017

Total participants

+10.0% from 2017

Average account balance

$26,779

-0.7% from 2017

Annual return

-7.35%

-22.02 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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)

$50K

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.

76.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$424K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1894

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 codes2F2T

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).
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$4K

$121 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.348%

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

$26,779

$75,962-64.7%

$154,108-82.6%

$64,173-58.3%

Participation rate

100.0%

70.4%+29.6pp

83.0%+17.0pp

69.6%+30.4pp

Annual return

-7.35%

30.32%-37.7pp

735.21%-742.6pp

7.63%-15.0pp

Employer contribution / active EE

$1,614

$3,350-51.8%

$5,298-69.5%

$2,381-32.2%

Participant deferral / active EE

$4,500

$3,175+41.7%

$5,081-11.4%

$3,470+29.7%

Admin fee / account holder

$93

$5,589-98.3%

$13,411-99.3%

$4,887-98.1%

403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICES OF NORTHERN NEW JERSEY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICES OF NORTHERN NEW JERSEY, INC.

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