Retirement plan

JEWISH FAMILY SERVICE OF GREATER

Name: JEWISH FAMILY SERVICE - JEWISH FAMILY SERVICE OF GREATER (2017) Form 5500
Creator: JEWISH FAMILY SERVICE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEWISH FAMILY SERVICE OF GREATER, JEWISH FAMILY SERVICE

JEWISH FAMILY SERVICEEIN 72-0851575Plan #001PY 2017

3330 W ESPLANADE AVE STE 600 - METAINE, LA 70002504-831-8475jfsneworleans.orgLinkedIn11-50 employeesmental health care

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$726K

+28.1% from 2016

Total participants

-10.3% from 2016

Average account balance

$22,695

+20.1% from 2016

Annual return

13.24%

+11.34 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$742K

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$122K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+9.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$306

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 codes2E2F2G2L3D

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$738

$37 / participant

Other / not subdivided$738100.0%

% of EOY assets

0.102%

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

$22,695

$99,011-77.1%

$86,582-73.8%

$147,586-84.6%

Participation rate

85.0%

76.3%+8.7pp

73.5%+11.5pp

82.8%+2.2pp

Annual return

13.24%

1312.75%-1299.5pp

965.08%-951.8pp

578.59%-565.4pp

Employer contribution / active EE

$1,731

$3,132-44.7%

$2,839-39.1%

$4,876-64.5%

Participant deferral / active EE

$2,479

$3,972-37.6%

$3,609-31.3%

$5,439-54.4%

Admin fee / account holder

$23

$5,709-99.6%

$4,904-99.5%

$10,886-99.8%

JEWISH FAMILY SERVICE OF GREATER

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEWISH FAMILY SERVICE OF GREATER

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