Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF DELAWARE

Name: JEWISH FEDERATION OF DELAWARE - 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF DELAWARE (2023) Form 5500
Creator: JEWISH FEDERATION OF DELAWARE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF DELAWARE, JEWISH FEDERATION OF DELAWARE

JEWISH FEDERATION OF DELAWAREEIN 51-0064315Plan #002PY 2023

101 GARDEN OF EDEN RD - WILMINGTON, DE 198031511302-427-2100shalomdelaware.orgLinkedIn1-10 employeesfund-raising

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+46.5% from 2022

Total participants

0.0% from 2022

Average account balance

$51,031

+21.0% from 2022

Annual return

8.94%

+16.55 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

$960K

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

163.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$83K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

-27.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3789

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 codes2G3D2J2E2T

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$331K

$33061 / participant

Other / not subdivided$331K100.0%

% of EOY assets

28.168%

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

$51,031

$96,635-47.2%

$86,612-41.1%

$139,434-63.4%

Participation rate

100.0%

74.4%+25.6pp

71.7%+28.3pp

80.3%+19.7pp

Annual return

8.94%

106.41%-97.5pp

591.07%-582.1pp

372.94%-364.0pp

Employer contribution / active EE

$2,962

$3,263-9.2%

$3,022-2.0%

$4,751-37.7%

Participant deferral / active EE

$4,234

$4,836-12.4%

$4,438-4.6%

$6,710-36.9%

Admin fee / account holder

$14,375

$6,408+124.3%

$5,614+156.0%

$11,403+26.1%

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF DELAWARE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF DELAWARE

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