Retirement plan

EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICE OF NORTHEASTERN PENNSYLVANIA

Name: JEWISH FAMILY SERVICE OF NORTHEASTERN PENNSYLVANIA - EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICE OF NORTHEASTERN PENNSYLVANIA (2022) Form 5500
Creator: JEWISH FAMILY SERVICE OF NORTHEASTERN 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 NORTHEASTERN PENNSYLVANIA

JEWISH FAMILY SERVICE OF NORTHEASTERN PENNSYLVANIAEIN 24-0796423Plan #003PY 2022

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

Other plans on this EIN

1 filing

#004Retirement-$432K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$368K

-17.8% from 2021

Total participants

+11.1% from 2021

Average account balance

$46,036

-7.5% from 2021

Annual return

-17.18%

-31.29 pp from 2021

Benchmarks

See 106,006 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,006 peers

Snapshot2022

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$648K

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$375

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2F2G2T3D

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.
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

$21K

$3046 / participant

Other / not subdivided$21K100.0%

% of EOY assets

5.790%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,036

$167,307-72.5%

$143,757-68.0%

$134,475-65.8%

Participation rate

71.4%

84.8%-13.4pp

80.3%-8.9pp

81.2%-9.8pp

Annual return

-17.18%

0.46%-17.6pp

-0.04%-17.1pp

417.96%-435.1pp

Employer contribution / active EE

$2,653

$5,619-52.8%

$4,951-46.4%

$4,740-44.0%

Participant deferral / active EE

$6,446-100.0%

$5,637-100.0%

$6,400-100.0%

Admin fee / account holder

$2,666

$18,088-85.3%

$14,673-81.8%

$11,426-76.7%

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