Retirement plan

JESUIT REFUGEE SERVICE USA 401 K PROFIT SHARING PLAN TRUST

Name: JESUIT REFUGEE SERVICE USA - JESUIT REFUGEE SERVICE USA 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: JESUIT REFUGEE SERVICE USA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JESUIT REFUGEE SERVICE USA 401 K PROFIT SHARING PLAN TRUST, JESUIT REFUGEE SERVICE USA

JESUIT REFUGEE SERVICE USAEIN 52-1355257Plan #001PY 2017

1016 16TH STREET NW 4TH FLOOR - WASHINGTON, DC 20036202-629-5912LinkedIn1-10 employeescivic & social organization

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$855K

+20.2% from 2016

Total participants

+14.3% from 2016

Average account balance

$34,187

-3.8% from 2016

Annual return

18.80%

+6.37 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

$2.42M

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

123.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$401K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7398

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$98K

$4907 / participant

Other / not subdivided$98K100.0%

% of EOY assets

11.483%

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

$34,187

$99,009-65.5%

$86,581-60.5%

$147,585-76.8%

Participation rate

65.0%

76.3%-11.3pp

73.5%-8.5pp

82.8%-17.8pp

Annual return

18.80%

1312.70%-1293.9pp

965.06%-946.3pp

578.58%-559.8pp

Employer contribution / active EE

$2,266

$3,132-27.6%

$2,840-20.2%

$4,876-53.5%

Participant deferral / active EE

$3,114

$3,972-21.6%

$3,609-13.7%

$5,439-42.7%

Admin fee / account holder

$3,926

$5,709-31.2%

$4,904-19.9%

$10,886-63.9%

JESUIT REFUGEE SERVICE USA 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JESUIT REFUGEE SERVICE USA 401 K PROFIT SHARING 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