Retirement plan

EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY & CHILDREN'S SERVICEOF PITTSBURGH

Name: JEWISH FAMILY & CHILDREN S SERVICE OF PITTSBURGH - EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY & CHILDREN'S SERVICEOF PITTSBURGH (2016) Form 5500
Creator: JEWISH FAMILY & CHILDREN S SERVICE OF PITTSBURGH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY & CHILDREN'S SERVICEOF PITTSBURGH, JEWISH FAMILY & CHILDREN S SERVICE OF PITTSBURGH

JEWISH FAMILY & CHILDREN S SERVICE OF PITTSBURGHEIN 25-0965407Plan #003PY 2016

5743 BARTLETT ST - PITTSBURGH, PA 15217412-422-7200

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.5M

No prior year

Total participants

No prior year

Average account balance

$25,433

No prior year

Annual return

-0.05%

No prior year

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.26M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

162

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.

80.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$564K

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

+12.98%

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

1 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 codes2E2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$374K

$5128 / participant

Other / not subdivided$374K100.0%

% of EOY assets

15.019%

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

$25,433

$77,638-67.2%

$156,551-83.8%

$62,881-59.6%

Participation rate

98.6%

71.2%+27.4pp

84.0%+14.6pp

69.3%+29.3pp

Annual return

-0.05%

50.33%-50.4pp

32.23%-32.3pp

20.14%-20.2pp

Employer contribution / active EE

$1,427

$3,444-58.6%

$5,501-74.1%

$2,281-37.4%

Participant deferral / active EE

$1,186

$3,046-61.1%

$4,871-75.7%

$3,203-63.0%

Admin fee / account holder

$3,820

$5,561-31.3%

$13,028-70.7%

$4,296-11.1%

EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY & CHILDREN'S SERVICEOF PITTSBURGH

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY & CHILDREN'S SERVICEOF PITTSBURGH

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