Retirement plan

JUNIOR ACHIEVEMENT OF GREATER WASHINGTON TAX-DEFERRED ANNUITY PLAN

Name: JUNIOR ACHIEVEMENT OF GREATER WASHINGTON - JUNIOR ACHIEVEMENT OF GREATER WASHINGTON TAX-DEFERRED ANNUITY PLAN (2019) Form 5500
Creator: JUNIOR ACHIEVEMENT OF GREATER WASHINGTON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JUNIOR ACHIEVEMENT OF GREATER WASHINGTON TAX-DEFERRED ANNUITY PLAN, JUNIOR ACHIEVEMENT OF GREATER WASHINGTON

JUNIOR ACHIEVEMENT OF GREATER WASHINGTONEIN 54-0788947Plan #001PY 2019

919 18TH STREET, N.W., SUITE 901 - WASHINGTON, DC 200065500202-296-1200myja.orgLinkedIn11-50 employeesphilanthropy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$288K

+41.1% from 2018

Total participants

+10.5% from 2018

Average account balance

$13,733

+27.7% from 2018

Annual return

25.39%

+33.73 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

$412K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

433.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2096

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 codes2G2L2R

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

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

$13K

$1107 / participant

Other / not subdivided$13K100.0%

% of EOY assets

4.606%

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

$13,733

$103,000-86.7%

$90,300-84.8%

$152,885-91.0%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

25.39%

95.19%-69.8pp

78.11%-52.7pp

345.39%-320.0pp

Employer contribution / active EE

$3,138-100.0%

$2,854-100.0%

$4,763-100.0%

Participant deferral / active EE

$3,788

$4,281-11.5%

$3,884-2.5%

$5,851-35.2%

Admin fee / account holder

$633

$6,173-89.8%

$5,353-88.2%

$11,598-94.5%

JUNIOR ACHIEVEMENT OF GREATER WASHINGTON TAX-DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JUNIOR ACHIEVEMENT OF GREATER WASHINGTON TAX-DEFERRED ANNUITY 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