Retirement plan

403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC.

Name: JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC. - 403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC. (2020) Form 5500
Creator: JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC., JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC.

JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC.EIN 59-2693318Plan #002PY 2020

2688 FRUITVILLE RD - SARASOTA, FL 342375223941-366-2224

Other plans on this EIN

1 filing

#001Retirement-$10K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$4.7M

-6.3% from 2019

Total participants

147

+2.1% from 2019

Average account balance

$33,607

-4.3% from 2019

Annual return

9.69%

-26.38 pp from 2019

Benchmarks

See 18,628 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,628 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.29M

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

219

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.

72.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$225K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+39.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP2 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Claims processing; Recordkeeping and ...	$1,177

Plan features & details

Pension benefit codes2F2G2S2T

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$14 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.025%

all-in expense ratio

Categories reported

0 / 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: MAULDIN & JENKINS, LLC
Auditor EIN: 580692043
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,607

$91,198-63.1%

$178,503-81.2%

$79,856-57.9%

Participation rate

91.9%

69.2%+22.6pp

81.9%+9.9pp

69.6%+22.2pp

Annual return

9.69%

24.20%-14.5pp

151.12%-141.4pp

31.71%-22.0pp

Employer contribution / active EE

$1,382

$3,257-57.6%

$5,011-72.4%

$2,471-44.1%

Participant deferral / active EE

$2,505

$3,237-22.6%

$5,202-51.8%

$3,741-33.0%

Admin fee / account holder

$6,748-99.9%

$13,987-99.9%

$5,306-99.8%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Claims processing; Recordkeeping and ...

$1,177

403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN S SERVICE OF THE SUNCOAST, INC.

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