Retirement plan

JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN

Name: JEWISH FAMILY AND CHILDRENS SERVICE OF PHILADELPHIA, INC. - JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN (2024) Form 5500
Creator: JEWISH FAMILY AND CHILDRENS SERVICE OF PHILADELPHIA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN, JEWISH FAMILY AND CHILDRENS SERVICE OF PHILADELPHIA, INC.

JEWISH FAMILY AND CHILDRENS SERVICE OF PHILADELPHIA, INC.EIN 23-1352026Plan #001PY 2024

345 MONTGOMERY AVE - BALA CYNWYD, PA 19004267-256-2073

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed February 20, 2015

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$9.3M

+3.9% from 2023

Total participants

167

-4.6% from 2023

Average account balance

$56,202

+8.9% from 2023

Annual return

11.78%

-2.83 pp from 2023

Benchmarks

See 21,710 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,710 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.33M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

166

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.

98.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$707K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$438

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563	Contract Administrator	$40,594
TANKER CONSULTING GROUP10+ years Service code 27 201 EAST MAIN STREET · MAPLE SHADE, NJ 08052	Advisory (Plan)	$31,678
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348	Advisory (Participants)	$506

Plan features & details

Pension benefit codes2J2G2E2K2F2T2M2S3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

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

$73K

$766 / participant

Other trustee fees$73K100.0%

% of EOY assets

0.780%

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: CBIZ CPAS PC
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$56,202

$81,331-30.9%

$155,534-63.9%

$80,935-30.6%

Participation rate

98.9%

66.3%+32.7pp

78.2%+20.7pp

67.7%+31.3pp

Annual return

11.78%

33.37%-21.6pp

64.92%-53.1pp

35.66%-23.9pp

Employer contribution / active EE

$2,362

$3,105-23.9%

$4,675-49.5%

$2,757-14.3%

Participant deferral / active EE

$5,075

$3,454+46.9%

$5,630-9.9%

$4,299+18.0%

Admin fee / account holder

$438

$7,999-94.5%

$15,900-97.2%

$6,924-93.7%

Provider

Service type

Compensation

AMERICAN REALTY ADVISORS4 years

Filed as: AMERICAN TRUST COMPANY

Service code 13 · EIN 62-0951563

Contract Administrator

$40,594

TANKER CONSULTING GROUP10+ years

Service code 27

201 EAST MAIN STREET · MAPLE SHADE, NJ 08052

Advisory (Plan)

$31,678

VALIC RETIREMENT SERVICES COMPANY10+ years

Filed as: VARIABLE ANNUITY LIFE INSURANCE CO

Service code 26 · EIN 74-1625348

Advisory (Participants)

$506

JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN

Top hat statement on fileNQDC

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