Retirement plan

WASHINGTON ASSOCIATION FOR JUSTICE 401K PLAN AND TRUST

Name: WASHINGTON ASSOCIATION FOR JUSTICE - WASHINGTON ASSOCIATION FOR JUSTICE 401K PLAN AND TRUST (2016) Form 5500
Creator: WASHINGTON ASSOCIATION FOR JUSTICE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WASHINGTON ASSOCIATION FOR JUSTICE 401K PLAN AND TRUST, WASHINGTON ASSOCIATION FOR JUSTICE

WASHINGTON ASSOCIATION FOR JUSTICEEIN 23-7068627Plan #002PY 2016

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

Other plans on this EIN

1 filing

#001Retirement-$2.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$931K

+14.6% from 2015

Total participants

-18.8% from 2015

Average account balance

$71,625

+23.4% from 2015

Annual return

6.94%

+8.61 pp from 2015

Benchmarks

See 11,489 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,489 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.47M

Not enough data

1 years with asset history on file

Average account balance

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

$249K

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.

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.

180.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$176K

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

+16.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$87787

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 codes2F2G2J2E3D

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.
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

$13K

$1424 / participant

Other / not subdivided$13K100.0%

% of EOY assets

1.377%

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

$71,625

$93,064-23.0%

$74,577-4.0%

$273,972-73.9%

Participation rate

100.0%

74.9%+25.1pp

68.1%+31.9pp

83.0%+17.0pp

Annual return

6.94%

26.18%-19.2pp

20.47%-13.5pp

41.46%-34.5pp

Employer contribution / active EE

$3,160-100.0%

$2,525-100.0%

$4,869-100.0%

Participant deferral / active EE

$8,363

$4,160+101.0%

$3,458+141.8%

$5,287+58.2%

Admin fee / account holder

$986

$5,273-81.3%

$4,138-76.2%

$10,133-90.3%

WASHINGTON ASSOCIATION FOR JUSTICE 401K PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WASHINGTON ASSOCIATION FOR JUSTICE 401K 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