Retirement plan

JEWISH COMMUNITY CENTER 401(K) SAVINGS PLAN

Name: JEWISH COMMUNITY CENTER - JEWISH COMMUNITY CENTER 401(K) SAVINGS PLAN (2022) Form 5500
Creator: JEWISH COMMUNITY CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEWISH COMMUNITY CENTER 401(K) SAVINGS PLAN, JEWISH COMMUNITY CENTER

JEWISH COMMUNITY CENTEREIN 31-0536986Plan #002PY 2022

8487 RIDGE ROAD - CINCINNATI, OH 45236513-722-7250

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$2.5M

-14.0% from 2021

Total participants

-5.9% from 2021

Average account balance

$26,365

-7.6% from 2021

Annual return

-18.63%

-31.83 pp from 2021

Benchmarks

See 19,701 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,701 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.58M

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

119

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.

115.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$373K

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

+13.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3680

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969	Recordkeeping	$14,637

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$17K

$312 / participant

Investment mgmt$2K12.9%
Contract admin$15K83.9%
Other / not subdivided$5633.2%

% of EOY assets

0.697%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BARNES DENNIG
Auditor EIN: 311119890
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,365

$73,863-64.3%

$143,797-81.7%

$68,490-61.5%

Participation rate

98.2%

66.7%+31.5pp

80.3%+17.9pp

67.9%+30.3pp

Annual return

-18.63%

0.91%-19.5pp

-0.04%-18.6pp

-7.85%-10.8pp

Employer contribution / active EE

$2,157

$3,185-32.3%

$4,952-56.5%

$2,597-16.9%

Participant deferral / active EE

$2,252

$3,385-33.5%

$5,638-60.1%

$4,028-44.1%

Admin fee / account holder

$184

$5,756-96.8%

$14,679-98.7%

$5,403-96.6%

Provider

Service type

Compensation

NEWPORT GROUP, INC.4 years

Service code 15 · EIN 27-2037969

Recordkeeping

$14,637

JEWISH COMMUNITY CENTER 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEWISH COMMUNITY CENTER 401(K) SAVINGS PLAN

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