Retirement plan

TAX DEFERRED ANNUITY PLAN OF B NAI B RITH FOUNDATION OF THE U.S.

Name: B NAI B RITH FOUNDATION OF THE U.S. - TAX DEFERRED ANNUITY PLAN OF B NAI B RITH FOUNDATION OF THE U.S. (2020) 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 B NAI B RITH 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 2020

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

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$6M

+16.0% from 2019

Total participants

+2.0% from 2019

Average account balance

$118,174

+13.7% from 2019

Annual return

12.71%

-4.53 pp from 2019

Benchmarks

See 36,205 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,205 peers

Snapshot2020

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 codes2F

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).

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

$30K

$1983 / participant

Other / not subdivided$30K100.0%

% of EOY assets

0.494%

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

$118,174

$100,911+17.1%

$90,440+30.7%

$158,966-25.7%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

12.71%

1726.62%-1713.9pp

1294.38%-1281.7pp

302.95%-290.2pp

Employer contribution / active EE

$3,690-100.0%

$3,263-100.0%

$4,762-100.0%

Participant deferral / active EE

$13,199

$4,348+203.5%

$3,964+233.0%

$5,983+120.6%

Admin fee / account holder

$583

$6,507-91.0%

$5,615-89.6%

$11,250-94.8%

TAX DEFERRED ANNUITY PLAN OF B NAI B RITH 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 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