Retirement plan

JEWISH CHILDREN'S REGIONAL SERVICE 401(K) PLAN

Name: JEWISH CHILDREN'S REGIONAL SERVICE - JEWISH CHILDREN'S REGIONAL SERVICE 401(K) PLAN (2015) Form 5500
Creator: JEWISH CHILDREN'S REGIONAL SERVICE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEWISH CHILDREN'S REGIONAL SERVICE 401(K) PLAN, JEWISH CHILDREN'S REGIONAL SERVICE

JEWISH CHILDREN'S REGIONAL SERVICEEIN 72-0408936Plan #002PY 2015

3500 N. CAUSEWAY BLVD, SUITE 1120 - METAIRIE, LA 70002504-828-6334jcrs.orgLinkedIn11-50 employeesindividual & family services

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed September 25, 2015

Plan administrator

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3500 N. Causeway Blvd. #1120

Metairie State: LA Zip Code: 70002

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Plans declared (1)

Jewish Children's Regional Service Executive Salary Continuation Plan10 emp

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Total assets (EOY)

$102K

No prior year

Total participants

No prior year

Average account balance

$14,596

No prior year

Annual return

28.88%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$682K

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+15.67%

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

0 years with F_SCH_H allocation on file

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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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing 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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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.

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

$14,596

$84,685-82.8%

$73,836-80.2%

$125,389-88.4%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

28.88%

3123.80%-3094.9pp

2268.06%-2239.2pp

282.24%-253.4pp

Employer contribution / active EE

$1,829

$3,123-41.5%

$2,787-34.4%

$4,866-62.4%

Participant deferral / active EE

$4,641

$3,993+16.2%

$3,583+29.5%

$5,352-13.3%

Admin fee / account holder

$5,694-100.0%

$4,882-100.0%

$9,541-100.0%

JEWISH CHILDREN'S REGIONAL SERVICE 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JEWISH CHILDREN'S REGIONAL SERVICE 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion