Retirement plan

ASSOCIATION OF JEWISH AGING SERVICES 401(K) PROFIT SHARING PLAN

Name: ASSOCIATION OF JEWISH AGING SERVICES - ASSOCIATION OF JEWISH AGING SERVICES 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: ASSOCIATION OF JEWISH AGING SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATION OF JEWISH AGING SERVICES 401(K) PROFIT SHARING PLAN, ASSOCIATION OF JEWISH AGING SERVICES

ASSOCIATION OF JEWISH AGING SERVICESEIN 52-1967481Plan #002PY 2020

6101 MONTROSE ROAD SUITE 207, BOX 7 - WASHINGTON, DC 208524816202-543-7500LinkedIn1-10 employeesindividual & family services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$273K

+39.7% from 2019

Total participants

0.0% from 2019

Average account balance

$90,925

+39.7% from 2019

Annual return

17.01%

-10.27 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$82K

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+4.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$453241

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

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

$5K

$1655 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.820%

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

$90,925

$100,938-9.9%

$90,461+0.5%

$158,982-42.8%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

17.01%

1727.20%-1710.2pp

1294.76%-1277.8pp

302.99%-286.0pp

Employer contribution / active EE

$4,030

$3,691+9.2%

$3,264+23.5%

$4,763-15.4%

Participant deferral / active EE

$10,724

$4,350+146.6%

$3,964+170.5%

$5,983+79.2%

Admin fee / account holder

$1,655

$6,510-74.6%

$5,617-70.5%

$11,252-85.3%

ASSOCIATION OF JEWISH AGING SERVICES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATION OF JEWISH AGING SERVICES 401(K) PROFIT SHARING 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