Retirement plan

JUDICIAL WATCH 403(B) RETIREMENT PLAN

Name: JUDICIAL WATCH, INC. - JUDICIAL WATCH 403(B) RETIREMENT PLAN (2020) Form 5500
Creator: JUDICIAL WATCH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JUDICIAL WATCH 403(B) RETIREMENT PLAN, JUDICIAL WATCH, INC.

JUDICIAL WATCH, INC.EIN 52-1885088Plan #001PY 2020

425 THIRD STREET, SW, SUITE 800 - WASHINGTON, DC 20024202-646-5172judicialwatch.orgLinkedIn11-50 employeesgovernment relations

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.3M

+17.5% from 2019

Total participants

-9.5% from 2019

Average account balance

$161,301

+24.8% from 2019

Annual return

14.51%

-5.19 pp from 2019

Benchmarks

See 8,772 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,772 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.69M

Not enough data

1 years with asset history on file

Average account balance

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

$304K

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.

111.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.31M

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

+16.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$331

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 codes2F2G2L2M3D

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.
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.
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

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

$430K

$7965 / participant

Other / not subdivided$430K100.0%

% of EOY assets

4.167%

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

$161,301

$60,119+168.3%

$90,430+78.4%

$79,858+102.0%

Participation rate

94.4%

65.0%+29.5pp

72.7%+21.8pp

69.6%+24.8pp

Annual return

14.51%

71.94%-57.4pp

1293.73%-1279.2pp

31.72%-17.2pp

Employer contribution / active EE

$5,605

$2,068+171.1%

$3,262+71.8%

$2,471+126.9%

Participant deferral / active EE

$7,197

$2,938+145.0%

$3,963+81.6%

$3,740+92.4%

Admin fee / account holder

$6,721

$3,976+69.0%

$5,613+19.7%

$5,306+26.7%

JUDICIAL WATCH 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JUDICIAL WATCH 403(B) RETIREMENT PLAN

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