Retirement plan

TAX DEFERRED ANNUITY PLAN OF JEWISH SOCIAL SERVICES OF MADISON, INC.

Name: JEWISH SOCIAL SERVICES OF MADISON, INC. - TAX DEFERRED ANNUITY PLAN OF JEWISH SOCIAL SERVICES OF MADISON, INC. (2022) Form 5500
Creator: JEWISH SOCIAL SERVICES OF MADISON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF JEWISH SOCIAL SERVICES OF MADISON, INC., JEWISH SOCIAL SERVICES OF MADISON, INC.

JEWISH SOCIAL SERVICES OF MADISON, INC.EIN 39-1300430Plan #003PY 2022

6434 ENTERPRISE LN - MADISON, WI 537191117608-442-4081jssmadison.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$443K

+0.3% from 2021

Total participants

+27.3% from 2021

Average account balance

$34,084

-22.8% from 2021

Annual return

-16.65%

-35.74 pp from 2021

Benchmarks

See 39,277 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,277 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$493K

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$87K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+0.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$153

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 codes2G2L2M

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.

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

$17K

$1302 / participant

Other / not subdivided$17K100.0%

% of EOY assets

3.819%

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

$34,084

$92,766-63.3%

$82,763-58.8%

$134,545-74.7%

Participation rate

92.3%

75.2%+17.1pp

72.6%+19.7pp

81.2%+11.1pp

Annual return

-16.65%

946.97%-963.6pp

702.45%-719.1pp

418.37%-435.0pp

Employer contribution / active EE

$1,921

$3,273-41.3%

$3,008-36.2%

$4,742-59.5%

Participant deferral / active EE

$5,098

$4,802+6.2%

$4,395+16.0%

$6,401-20.4%

Admin fee / account holder

$1,302

$5,978-78.2%

$5,325-75.6%

$11,431-88.6%

TAX DEFERRED ANNUITY PLAN OF JEWISH SOCIAL SERVICES OF MADISON, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF JEWISH SOCIAL SERVICES OF MADISON, INC.

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