Retirement plan

WASHINGTON ASSOCIATION FOR JUSTICE RETIREMENT PLAN AND TRUST

Name: WASHINGTON ASSOCIATION FOR JUSTICE - WASHINGTON ASSOCIATION FOR JUSTICE RETIREMENT PLAN AND TRUST (2015) Form 5500
Creator: WASHINGTON ASSOCIATION FOR JUSTICE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WASHINGTON ASSOCIATION FOR JUSTICE RETIREMENT PLAN AND TRUST, WASHINGTON ASSOCIATION FOR JUSTICE

WASHINGTON ASSOCIATION FOR JUSTICEEIN 23-7068627Plan #001PY 2015

1809 7TH AVENUE, SUITE 1500 - SEATTLE, WA 98101206-464-1011washingtonjustice.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$812K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

No prior year

Total participants

No prior year

Average account balance

$79,796

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 9,819 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort9,819 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2C2G3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
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

$9K

$536 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.468%

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

$79,796

$84,518-5.6%

$67,704+17.9%

$125,389-36.4%

Participation rate

93.8%

74.8%+19.0pp

67.5%+26.2pp

83.2%+10.6pp

Annual return

0.00%

2.57%-2.6pp

25.41%-25.4pp

282.24%-282.2pp

Employer contribution / active EE

$6,058

$3,292+84.0%

$2,559+136.7%

$4,866+24.5%

Participant deferral / active EE

$4,430-100.0%

$3,585-100.0%

$5,352-100.0%

Admin fee / account holder

$373

$5,340-93.0%

$4,255-91.2%

$9,541-96.1%

WASHINGTON ASSOCIATION FOR JUSTICE RETIREMENT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WASHINGTON ASSOCIATION FOR JUSTICE RETIREMENT PLAN AND TRUST

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