Retirement plan

EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY AND COMMUNITY SERVICES

Name: JEWISH FAMILY AND COMMUNITY SERVICES - EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY AND COMMUNITY SERVICES (2020) Form 5500
Creator: JEWISH FAMILY AND COMMUNITY SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY AND COMMUNITY SERVICES, JEWISH FAMILY AND COMMUNITY SERVICES

JEWISH FAMILY AND COMMUNITY SERVICESEIN 25-0965407Plan #003PY 2020

5743 BARTLETT ST - PITTSBURGH, PA 152171515412-422-7200

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.8M

+14.8% from 2019

Total participants

109

+9.0% from 2019

Average account balance

$38,252

+9.0% from 2019

Annual return

9.12%

+0.88 pp from 2019

Benchmarks

See 18,633 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,633 peers

Snapshot2020

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 codes2F2G3D

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.
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

3 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.
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

$202K

$2403 / participant

Other / not subdivided$202K100.0%

% of EOY assets

5.330%

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

$38,252

$91,179-58.0%

$178,499-78.6%

$79,852-52.1%

Participation rate

88.1%

69.2%+18.9pp

81.9%+6.2pp

69.6%+18.5pp

Annual return

9.12%

24.19%-15.1pp

151.10%-142.0pp

31.72%-22.6pp

Employer contribution / active EE

$2,220

$3,256-31.8%

$5,011-55.7%

$2,471-10.1%

Participant deferral / active EE

$2,381

$3,236-26.4%

$5,202-54.2%

$3,740-36.4%

Admin fee / account holder

$2,039

$6,749-69.8%

$13,986-85.4%

$5,306-61.6%

EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY AND COMMUNITY SERVICES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY AND COMMUNITY SERVICES

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