Retirement plan

AMERICAN JEWISH WORLD SERVICE 403(B) PLAN

Name: AMERICAN JEWISH WORLD SERVICE - AMERICAN JEWISH WORLD SERVICE 403(B) PLAN (2021) 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 2021

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)

$18.8M

+20.9% from 2020

Total participants

244

+0.4% from 2020

Average account balance

$79,236

+20.9% from 2020

Annual return

14.17%

-1.14 pp from 2020

Benchmarks

See 85 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Cohort85 peers

Snapshot2021

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
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$86,781
INTAC ACTUARIAL SERVICES7+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677	Recordkeeping	$9,440
KESTRA INVESTMENT SERVICES LLC6 years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 52 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735	Indirect Investment Fees	$0

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

$13 / participant

Investment mgmt$1K100.0%

% of EOY assets

0.007%

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

$79,236

$88,507-10.5%

$98,506-19.6%

Participation rate

92.9%

61.4%+31.6pp

73.3%+19.6pp

Annual return

14.17%

11.96%+2.2pp

1494.92%-1480.8pp

Employer contribution / active EE

$4,248

$1,785+138.1%

$2,961+43.5%

Participant deferral / active EE

$8,559

$2,583+231.4%

$4,277+100.1%

Admin fee / account holder

$5,313-99.9%

$5,955-99.9%

Provider

Service type

Compensation

NATIONWIDE7+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$86,781

INTAC ACTUARIAL SERVICES7+ years

Filed as: INTAC ACTUARIAL SERVICES, INC.

Service code 15

50 TICE BLVD · WOODCLIFF LAKE, NJ 07677

Recordkeeping

$9,440

KESTRA INVESTMENT SERVICES LLC6 years

Filed as: KESTRA INVESTMENT SERVICES, LLC

Service code 52

5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735

Indirect Investment Fees

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