Retirement plan

403(B) THRIFT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC.

Name: JEWISH COMMUNITY OF LOUISVILLE, INC. - 403(B) THRIFT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. (2020) Form 5500
Creator: JEWISH COMMUNITY OF LOUISVILLE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC., JEWISH COMMUNITY OF LOUISVILLE, INC.

JEWISH COMMUNITY OF LOUISVILLE, INC.EIN 61-0444765Plan #002PY 2020

3600 DUTCHMANS LN - LOUISVILLE, KY 402053302502-459-0660jewishlouisville.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.8M

+11.0% from 2019

Total participants

161

+7.3% from 2019

Average account balance

$24,414

+4.5% from 2019

Annual return

11.73%

-8.54 pp from 2019

Benchmarks

See 5,414 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,414 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.85M

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

193

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.

31.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$427K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+11.29%

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	Recordkeeping and information managem...	$782

Plan features & details

Pension benefit codes2F2G2T3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$781

$8 / participant

Other / not subdivided$781100.0%

% of EOY assets

0.021%

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: WELENKEN CPA'S
Auditor EIN: 610484308
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,414

$58,895-58.5%

$178,503-86.3%

$73,497-66.8%

Participation rate

94.2%

66.2%+28.0pp

81.9%+12.3pp

70.7%+23.5pp

Annual return

11.73%

24.86%-13.1pp

151.12%-139.4pp

28.51%-16.8pp

Employer contribution / active EE

$1,377

$2,236-38.4%

$5,011-72.5%

$2,270-39.3%

Participant deferral / active EE

$1,260

$2,567-50.9%

$5,202-75.8%

$3,740-66.3%

Admin fee / account holder

$400-98.7%

$13,987-100.0%

$513-99.0%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$782

403(B) THRIFT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, 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