Retirement plan

CONGREGATION B'NAI JEHOSHUA BETH ELOHIM 401(K) PLAN & TRUST

Name: CONGREGATION BNAI JEHOSHUA BETH ELOHIM - CONGREGATION B'NAI JEHOSHUA BETH ELOHIM 401(K) PLAN & TRUST (2017) Form 5500
Creator: CONGREGATION BNAI JEHOSHUA BETH ELOHIM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONGREGATION B'NAI JEHOSHUA BETH ELOHIM 401(K) PLAN & TRUST, CONGREGATION BNAI JEHOSHUA BETH ELOHIM

CONGREGATION BNAI JEHOSHUA BETH ELOHIMEIN 36-2261605Plan #001PY 2017

1201 LAKE COOK RD. - DEERFIELD, IL 60015847-940-7575

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$198K

+16.2% from 2016

Total participants

-6.3% from 2016

Average account balance

$13,188

+23.9% from 2016

Annual return

10.80%

+11.66 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$899K

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

82.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1513

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 codes2G2J3D

Plan features

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$42K

$2791 / participant

Other / not subdivided$42K100.0%

% of EOY assets

21.162%

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

$13,188

$99,009-86.7%

$86,581-84.8%

$147,585-91.1%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

10.80%

1312.70%-1301.9pp

965.06%-954.3pp

578.58%-567.8pp

Employer contribution / active EE

$768

$3,132-75.5%

$2,840-73.0%

$4,876-84.3%

Participant deferral / active EE

$2,483

$3,972-37.5%

$3,609-31.2%

$5,439-54.3%

Admin fee / account holder

$2,791

$5,709-51.1%

$4,904-43.1%

$10,886-74.4%

CONGREGATION B'NAI JEHOSHUA BETH ELOHIM 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONGREGATION B'NAI JEHOSHUA BETH ELOHIM 401(K) PLAN & TRUST

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