Retirement plan

EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY AND COMMUNITY SERVICES

Name: JEWISH FAMILY & CHILDREN S SERVICE OF PITTSBURGH - EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY AND COMMUNITY SERVICES (2022) 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 AND COMMUNITY SERVICES, JEWISH FAMILY & CHILDREN S SERVICE OF PITTSBURGH

JEWISH FAMILY & CHILDREN S SERVICE OF PITTSBURGHEIN 25-0965407Plan #003PY 2022

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

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$4.6M

-12.7% from 2021

Total participants

154

+38.7% from 2021

Average account balance

$39,171

-21.6% from 2021

Annual return

-11.75%

-49.25 pp from 2021

Benchmarks

See 5,349 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,349 peers

Snapshot2022

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$428K

$3754 / participant

Other / not subdivided$428K100.0%

% of EOY assets

9.258%

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

$39,171

$65,092-39.8%

$143,799-72.8%

$66,938-41.5%

Participation rate

68.4%

65.2%+3.2pp

80.3%-11.9pp

69.8%-1.4pp

Annual return

-11.75%

-11.14%-0.6pp

-0.04%-11.7pp

1.58%-13.3pp

Employer contribution / active EE

$1,294

$2,362-45.2%

$4,952-73.9%

$2,545-49.1%

Participant deferral / active EE

$2,005

$2,920-31.4%

$5,638-64.4%

$4,238-52.7%

Admin fee / account holder

$3,626

$502+621.8%

$14,677-75.3%

$594+511.0%

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