Retirement plan

EQUAL JUSTICE WORKS 401(K) PLAN

Name: EQUAL JUSTICE WORKS - EQUAL JUSTICE WORKS 401(K) PLAN (2017) Form 5500
Creator: EQUAL JUSTICE WORKS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EQUAL JUSTICE WORKS 401(K) PLAN, EQUAL JUSTICE WORKS

EQUAL JUSTICE WORKSEIN 52-1469738Plan #002PY 2017

1730 M STREET NW, SUITE 800 - WASHINGTON, DC 200364511202-466-3686equaljusticeworks.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#003Retirement--

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed July 21, 2016

Plan administrator

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1730 M St NW, Ste 1010

Washington State: DC Zip Code: 20036

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Plans declared (1)

457(b)3 emp

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Total assets (EOY)

$2.2M

No prior year

Total participants

No prior year

Average account balance

$41,902

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.11M

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

167.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$714K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+13.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32535

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 codes2E2F2G2J2T

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.

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

$102K

$2377 / participant

Other / not subdivided$102K100.0%

% of EOY assets

4.602%

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

$41,902

$53,128-21.1%

$86,582-51.6%

$70,126-40.2%

Participation rate

95.3%

65.3%+30.0pp

73.5%+21.8pp

69.5%+25.8pp

Annual return

0.00%

27.66%-27.7pp

965.08%-965.1pp

73.15%-73.1pp

Employer contribution / active EE

$4,469

$2,068+116.1%

$2,839+57.4%

$2,343+90.8%

Participant deferral / active EE

$5,631

$2,695+108.9%

$3,609+56.0%

$3,332+69.0%

Admin fee / account holder

$1,928

$3,584-46.2%

$4,904-60.7%

$4,645-58.5%

EQUAL JUSTICE WORKS 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EQUAL JUSTICE WORKS 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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