Retirement plan

JEWISH COMMUNITY RELATIONS COUNCIL

Name: JEWISH COMMUNITY RELATIONS COUNCIL - JEWISH COMMUNITY RELATIONS COUNCIL (2019) Form 5500
Creator: JEWISH COMMUNITY RELATIONS COUNCIL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEWISH COMMUNITY RELATIONS COUNCIL, JEWISH COMMUNITY RELATIONS COUNCIL

JEWISH COMMUNITY RELATIONS COUNCILEIN 52-0214465Plan #002PY 2019

6101 EXECUTIVE BLVD, SUITE 300 - NORTH BETHESDA, MD 20852301-770-0881LinkedIn1-10 employeesgovernment relations

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+33.7% from 2018

Total participants

+18.8% from 2018

Average account balance

$97,135

+18.8% from 2018

Annual return

24.04%

+31.21 pp from 2018

Benchmarks

See 35,105 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,105 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.53M

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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.

169.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$271K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+16.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3454

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 codes2M2G2F2T

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).
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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

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

$13K

$1432 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.737%

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

$97,135

$103,038-5.7%

$90,324+7.5%

$152,909-36.5%

Participation rate

88.9%

75.9%+13.0pp

73.3%+15.6pp

82.5%+6.4pp

Annual return

24.04%

95.25%-71.2pp

78.15%-54.1pp

345.46%-321.4pp

Employer contribution / active EE

$4,542

$3,141+44.6%

$2,856+59.0%

$4,764-4.7%

Participant deferral / active EE

$9,506

$4,282+122.0%

$3,885+144.7%

$5,851+62.5%

Admin fee / account holder

$716

$6,177-88.4%

$5,356-86.6%

$11,601-93.8%

JEWISH COMMUNITY RELATIONS COUNCIL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEWISH COMMUNITY RELATIONS COUNCIL

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