Retirement plan

EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICE OF NORTHEASTERN PENNSYLVANIA

Name: JEWISH FAMILY SERVICE OF NORTHEASTE RN PENNSYLVANIA - EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICE OF NORTHEASTERN PENNSYLVANIA (2017) Form 5500
Creator: JEWISH FAMILY SERVICE OF NORTHEASTE RN PENNSYLVANIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICE OF NORTHEASTERN PENNSYLVANIA, JEWISH FAMILY SERVICE OF NORTHEASTE RN PENNSYLVANIA

JEWISH FAMILY SERVICE OF NORTHEASTE RN PENNSYLVANIAEIN 24-0796423Plan #003PY 2017

615 JEFFERSON AVE - SCRANTON, PA 185101630570-344-1186

Other plans on this EIN

1 filing

#004Retirement-$231K assets

Prospect flagsLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$290K

+21.6% from 2016

Total participants

0.0% from 2016

Average account balance

$36,280

+6.4% from 2016

Annual return

13.02%

+6.32 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$540K

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10

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 codes2F2T3D2C

Plan features

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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$61

$9 / participant

Other / not subdivided$61100.0%

% of EOY assets

0.021%

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

$36,280

$198,457-81.7%

$170,435-78.7%

$147,586-75.4%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

13.02%

257.30%-244.3pp

205.94%-192.9pp

578.59%-565.6pp

Employer contribution / active EE

$2,935

$6,183-52.5%

$5,432-46.0%

$4,876-39.8%

Participant deferral / active EE

$5,629-100.0%

$4,939-100.0%

$5,439-100.0%

Admin fee / account holder

$16,852-100.0%

$13,881-99.9%

$10,886-99.9%

EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICE OF NORTHEASTERN PENNSYLVANIA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICE OF NORTHEASTERN PENNSYLVANIA

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