Retirement plan

EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY CHILDRENS SERVICE OF PITTSBURGH

Name: JEWISH FAMILY & CHILDREN S SERVICE OF PITTSBURGH - EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY CHILDRENS SERVICE OF PITTSBURGH (2017) 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 CHILDRENS SERVICE OF PITTSBURGH, JEWISH FAMILY & CHILDREN S SERVICE OF PITTSBURGH

JEWISH FAMILY & CHILDREN S SERVICE OF PITTSBURGHEIN 25-0965407Plan #003PY 2017

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

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$2.7M

+8.1% from 2016

Total participants

105

+6.1% from 2016

Average account balance

$26,678

+4.9% from 2016

Annual return

12.27%

+12.32 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$296K

$3849 / participant

Other / not subdivided$296K100.0%

% of EOY assets

11.000%

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

$26,678

$84,236-68.3%

$170,435-84.3%

$70,126-62.0%

Participation rate

94.8%

70.8%+24.0pp

83.6%+11.2pp

69.5%+25.3pp

Annual return

12.27%

23.06%-10.8pp

205.94%-193.7pp

73.15%-60.9pp

Employer contribution / active EE

$1,293

$3,387-61.8%

$5,432-76.2%

$2,343-44.8%

Participant deferral / active EE

$1,196

$3,086-61.3%

$4,939-75.8%

$3,332-64.1%

Admin fee / account holder

$2,934

$5,698-48.5%

$13,881-78.9%

$4,645-36.8%

EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY CHILDRENS SERVICE OF PITTSBURGH

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY CHILDRENS SERVICE OF 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