Retirement plan

403(B) THRIFT PLAN OF JEWISH FAMILY SERVICE OF THE DESERT

Name: JEWISH FAMILY SERVICE OF THE DESERT - 403(B) THRIFT PLAN OF JEWISH FAMILY SERVICE OF THE DESERT (2018) Form 5500
Creator: JEWISH FAMILY SERVICE OF THE DESERT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF JEWISH FAMILY SERVICE OF THE DESERT, JEWISH FAMILY SERVICE OF THE DESERT

JEWISH FAMILY SERVICE OF THE DESERTEIN 33-0613083Plan #002PY 2018

490 S FARRELL DR STE C208 - PALM SPRINGS, CA 922627944760-325-4088

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$813K

-33.8% from 2017

Total participants

-11.1% from 2017

Average account balance

$47,806

-29.9% from 2017

Annual return

3.63%

-16.29 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.25M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$196K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+9.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4299

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

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 codes2F2T

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).
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

1 tripped

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

$575K

$38365 / participant

Other / not subdivided$575K100.0%

% of EOY assets

70.811%

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

$47,806

$180,459-73.5%

$154,108-69.0%

$135,380-64.7%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

3.63%

888.21%-884.6pp

735.21%-731.6pp

519.81%-516.2pp

Employer contribution / active EE

$2,389

$6,035-60.4%

$5,298-54.9%

$4,779-50.0%

Participant deferral / active EE

$5,390

$5,806-7.2%

$5,081+6.1%

$5,609-3.9%

Admin fee / account holder

$33,852

$16,145+109.7%

$13,411+152.4%

$10,828+212.6%

403(B) THRIFT PLAN OF JEWISH FAMILY SERVICE OF THE DESERT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF JEWISH FAMILY SERVICE OF THE DESERT

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