Retirement plan

AMERICAN JEWISH WORLD SERVICE 403(B) PLAN

Name: AMERICAN JEWISH WORLD SERVICE, INC. - AMERICAN JEWISH WORLD SERVICE 403(B) PLAN (2024) Form 5500
Creator: AMERICAN JEWISH WORLD SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN JEWISH WORLD SERVICE 403(B) PLAN, AMERICAN JEWISH WORLD SERVICE, INC.

AMERICAN JEWISH WORLD SERVICE, INC.EIN 22-2584370Plan #002PY 2024

45 WEST 36TH STREET, 11TH FLOOR - NEW YORK, NY 10018212-792-2900ajws.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$20.8M

+14.4% from 2023

Total participants

228

-1.7% from 2023

Average account balance

$93,838

+16.5% from 2023

Annual return

13.51%

-4.24 pp from 2023

Benchmarks

See 10,668 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,668 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.83M

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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.

222

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.

91.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.25M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+13.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18

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

1 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 codes2F2G2M2T3D

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.
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.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$4K

$58 / participant

Investment mgmt$4K100.0%

% of EOY assets

0.020%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GRANT THORNTON LLP
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$93,838

$58,258+61.1%

$81,820+14.7%

$80,925+16.0%

Participation rate

91.5%

63.5%+28.1pp

72.4%+19.2pp

67.7%+23.9pp

Annual return

13.51%

41.76%-28.3pp

777.93%-764.4pp

35.65%-22.1pp

Employer contribution / active EE

$5,501

$2,345+134.5%

$2,915+88.7%

$2,756+99.6%

Participant deferral / active EE

$12,066

$3,284+267.4%

$4,323+179.1%

$4,299+180.7%

Admin fee / account holder

$18

$4,976-99.6%

$7,391-99.8%

$6,940-99.7%

AMERICAN JEWISH WORLD SERVICE 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN JEWISH WORLD SERVICE 403(B) 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