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. (2023) 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, INCEIN 39-1300430Plan #003PY 2023

6300 ENTERPRISE LN STE 309 - MADISON, WI 537191190608-442-4081jssmadison.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$405K

-8.5% from 2022

Total participants

+42.9% from 2022

Average account balance

$23,840

-30.1% from 2022

Annual return

13.89%

+30.55 pp from 2022

Benchmarks

See 41,922 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,922 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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

$177K

$11831 / participant

Other / not subdivided$177K100.0%

% of EOY assets

43.787%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,840

$96,635-75.3%

$86,612-72.5%

$139,434-82.9%

Participation rate

80.0%

74.4%+5.6pp

71.7%+8.3pp

80.3%-0.3pp

Annual return

13.89%

106.41%-92.5pp

591.07%-577.2pp

372.94%-359.0pp

Employer contribution / active EE

$2,060

$3,263-36.9%

$3,022-31.9%

$4,751-56.6%

Participant deferral / active EE

$3,085

$4,836-36.2%

$4,438-30.5%

$6,710-54.0%

Admin fee / account holder

$10,439

$6,408+62.9%

$5,614+85.9%

$11,403-8.5%

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