Retirement plan

GREATER MIAMI JEWISH FEDERATION 401(A) RETIREMENT PLAN

Name: GREATER MIAMI JEWISH FEDERATION, INC. - GREATER MIAMI JEWISH FEDERATION 401(A) RETIREMENT PLAN (2018) Form 5500
Creator: GREATER MIAMI JEWISH FEDERATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREATER MIAMI JEWISH FEDERATION 401(A) RETIREMENT PLAN, GREATER MIAMI JEWISH FEDERATION, INC.

GREATER MIAMI JEWISH FEDERATION, INC.EIN 59-0624404Plan #333PY 2018

4200 BISCAYNE BLVD - MIAMI, FL 33137305-576-4000jewishmiami.orgLinkedIn51-200 employeesfund-raising

Other plans on this EIN

2 filings

#002Retirement-$5.1M assets #001Retirement-$2.0M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed October 30, 2002

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$5M

+16.1% from 2017

Total participants

168

+5.7% from 2017

Average account balance

$30,458

+7.7% from 2017

Annual return

8.55%

-3.59 pp from 2017

Benchmarks

See 1,738 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,738 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.87M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$423K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+8.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$285

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

1 years with F_SCH_H allocation on file

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Service providers

Top 10 of 12 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.2 years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$17,110
KESTRA INVESTMENT SERVICES LLC1 year Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359	Advisory (Plan)	$9,820
MUTUAL OF AMERICA INVESTMENT CORP3+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$242
AB FUNDS1 year Service code 52 · EIN 13-4064930	Indirect Investment Fees	$0
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150	Indirect Investment Fees	$0
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315	Indirect Investment Fees	$0
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
CALVERT1 year Service code 52 · EIN 52-1233223	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY1 year Filed as: JP MORGAN Service code 52 · EIN 33-1043149	Indirect Investment Fees	$0
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2C2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$17K

$131 / participant

Investment mgmt$17K97.2%
Contract admin$2401.4%
Other / not subdivided$2421.4%

% of EOY assets

0.345%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MORRISON, BROWN, ARGIZ & FARRA, LLC
Auditor EIN: 010720052
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,458

$44,873-32.1%

$79,467-61.7%

$56,289-45.9%

Participation rate

97.7%

68.7%+29.0pp

73.3%+24.4pp

69.9%+27.9pp

Annual return

8.55%

0.81%+7.7pp

718.30%-709.8pp

-9.96%+18.5pp

Employer contribution / active EE

$2,925

$2,140+36.7%

$2,800+4.5%

$2,111+38.5%

Participant deferral / active EE

$2,746-100.0%

$3,704-100.0%

$3,350-100.0%

Admin fee / account holder

$105

$418-74.9%

$5,104-97.9%

$521-79.8%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.2 years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$17,110

KESTRA INVESTMENT SERVICES LLC1 year

Filed as: KESTRA ADVISORY SERVICES LLC

Service code 27 · EIN 35-2552359

Advisory (Plan)

$9,820

MUTUAL OF AMERICA INVESTMENT CORP3+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$242

AB FUNDS1 year

Service code 52 · EIN 13-4064930

Indirect Investment Fees

AMERICAN REALTY ADVISORS1 year

Filed as: AMERICAN BEACON

Service code 52 · EIN 75-2401150

Indirect Investment Fees

AMERICAN CENTURY1 year

Service code 52 · EIN 44-6006315

Indirect Investment Fees

AMERICAN FUNDS1 year

Service code 52 · EIN 95-1411037

Indirect Investment Fees

CALVERT1 year

Service code 52 · EIN 52-1233223

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY1 year

Filed as: JP MORGAN

Service code 52 · EIN 33-1043149

Indirect Investment Fees

PGIM INVESTMENTS1 year

Service code 52 · EIN 22-3703799

Indirect Investment Fees

GREATER MIAMI JEWISH FEDERATION 401(A) RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREATER MIAMI JEWISH FEDERATION 401(A) RETIREMENT PLAN

Top hat statement on fileNQDC

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