Retirement plan

B'NAI B'RITH FOUNDATION OF THE U.S.

Name: B'NAI B'RITH FOUNDATION OF THE - B'NAI B'RITH FOUNDATION OF THE U.S. (2024) Form 5500
Creator: B'NAI B'RITH FOUNDATION OF THE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, B'NAI B'RITH FOUNDATION OF THE U.S., B'NAI B'RITH FOUNDATION OF THE

B'NAI B'RITH FOUNDATION OF THEEIN 53-0257218Plan #005PY 2024

1120 20TH ST NW STE 300 - WASHINGTON, DC 200363406202-857-6526

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$7.2M

+5.4% from 2023

Total participants

-1.9% from 2023

Average account balance

$142,088

+7.5% from 2023

Annual return

12.50%

-0.75 pp from 2023

Benchmarks

See 49,898 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,898 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.25M

Not enough data

1 years with asset history on file

Average account balance

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

$142K

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.

242.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$206K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13634

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 codes2G3D2J

Plan features

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.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$695K

$33111 / participant

Other / not subdivided$695K100.0%

% of EOY assets

9.596%

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

$142,088

$88,778+60.0%

$81,844+73.6%

$145,884-2.6%

Participation rate

90.5%

75.1%+15.4pp

72.4%+18.1pp

80.3%+10.2pp

Annual return

12.50%

1033.03%-1020.5pp

778.87%-766.4pp

551.85%-539.3pp

Employer contribution / active EE

$3,087-100.0%

$2,916-100.0%

$4,662-100.0%

Participant deferral / active EE

$9,807

$4,648+111.0%

$4,323+126.8%

$6,690+46.6%

Admin fee / account holder

$13,634

$8,430+61.7%

$7,355+85.4%

$13,392+1.8%

B'NAI B'RITH FOUNDATION OF THE U.S.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

B'NAI B'RITH FOUNDATION OF THE U.S.

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