Retirement plan

TAX DEFERRED ANNUITY PLAN OF BNAI BRITH FOUNDATION OF THE U.S.

Name: B NAI B RITH FOUNDATION OF THE U.S. - TAX DEFERRED ANNUITY PLAN OF BNAI BRITH FOUNDATION OF THE U.S. (2019) Form 5500
Creator: B NAI B RITH FOUNDATION OF THE U.S.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF BNAI BRITH FOUNDATION OF THE U.S., B NAI B RITH FOUNDATION OF THE U.S.

B NAI B RITH FOUNDATION OF THE U.S.EIN 53-0257218Plan #005PY 2019

1120 20TH ST NW STE 300N - WASHINGTON, DC 200363413202-857-6593

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$5.2M

+19.7% from 2018

Total participants

0.0% from 2018

Average account balance

$103,947

+17.3% from 2018

Annual return

17.24%

+13.74 pp from 2018

Benchmarks

See 35,133 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,133 peers

Snapshot2019

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 codes2F2G

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.

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

$147K

$8159 / participant

Other / not subdivided$147K100.0%

% of EOY assets

2.826%

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

$103,947

$103,000+0.9%

$90,300+15.1%

$152,885-32.0%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

17.24%

95.19%-78.0pp

78.11%-60.9pp

345.39%-328.1pp

Employer contribution / active EE

$3,138-100.0%

$2,854-100.0%

$4,763-100.0%

Participant deferral / active EE

$13,745

$4,281+221.1%

$3,884+253.9%

$5,851+134.9%

Admin fee / account holder

$2,937

$6,173-52.4%

$5,353-45.1%

$11,598-74.7%

TAX DEFERRED ANNUITY PLAN OF BNAI BRITH FOUNDATION OF THE U.S.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF BNAI BRITH 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