Retirement plan

AMERICAN JEWISH WORLD SERVICE 403(B) PLAN

Name: AMERICAN JEWISH WORLD SERVICE - AMERICAN JEWISH WORLD SERVICE 403(B) PLAN (2020) Form 5500
Creator: AMERICAN JEWISH WORLD SERVICE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN JEWISH WORLD SERVICE 403(B) PLAN, AMERICAN JEWISH WORLD SERVICE

AMERICAN JEWISH WORLD SERVICEEIN 22-2584370Plan #002PY 2020

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$15.5M

+20.4% from 2019

Total participants

243

+0.8% from 2019

Average account balance

$65,536

+18.4% from 2019

Annual return

15.30%

-9.22 pp from 2019

Benchmarks

See 1,687 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,687 peers

Snapshot2020

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

Top 3 by compensation

Provider	Service type	Compensation
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$65,338
KESTRA INVESTMENT SERVICES LLC5 years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 52 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735	Indirect Investment Fees	$39,544
INTAC ACTUARIAL SERVICES6+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677	Recordkeeping	$7,379

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$11 / participant

Investment mgmt$1K100.0%

% of EOY assets

0.008%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$65,536

$66,124-0.9%

$90,461-27.6%

$73,497-10.8%

Participation rate

94.5%

69.7%+24.9pp

72.7%+21.9pp

70.7%+23.9pp

Annual return

15.30%

17.65%-2.4pp

1294.76%-1279.5pp

28.51%-13.2pp

Employer contribution / active EE

$3,854

$2,346+64.3%

$3,264+18.1%

$2,270+69.8%

Participant deferral / active EE

$8,443

$3,039+177.8%

$3,964+113.0%

$3,740+125.7%

Admin fee / account holder

$396-98.7%

$5,617-99.9%

$513-99.0%

Provider

Service type

Compensation

NATIONWIDE6+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$65,338

KESTRA INVESTMENT SERVICES LLC5 years

Filed as: KESTRA INVESTMENT SERVICES, LLC

Service code 52

5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735

Indirect Investment Fees

$39,544

INTAC ACTUARIAL SERVICES6+ years

Filed as: INTAC ACTUARIAL SERVICES, INC.

Service code 15

50 TICE BLVD · WOODCLIFF LAKE, NJ 07677

Recordkeeping

$7,379

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