Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF PORTLAND, OREGON

Name: JEWISH FEDERATION OF PORTLAND, - 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF PORTLAND, OREGON (2024) Form 5500
Creator: JEWISH FEDERATION OF PORTLAND,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF PORTLAND, OREGON, JEWISH FEDERATION OF PORTLAND,

JEWISH FEDERATION OF PORTLAND,EIN 93-0386825Plan #003PY 2024

BEN WINKLEBLACK, 9900 SW GREENBURG RD STE 220 - TIGARD, OR 972235490503-245-6219jewishportland.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

+18.9% from 2023

Total participants

+12.5% from 2023

Average account balance

$115,392

+5.7% from 2023

Annual return

15.25%

-0.18 pp from 2023

Benchmarks

See 49,870 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,870 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.08M

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

180.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$159K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+15.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5356

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 codes2G2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$96K

$9640 / participant

Other / not subdivided$96K100.0%

% of EOY assets

4.641%

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

$115,392

$88,815+29.9%

$81,882+40.9%

$145,897-20.9%

Participation rate

100.0%

75.1%+24.9pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

15.25%

1033.75%-1018.5pp

779.47%-764.2pp

552.29%-537.0pp

Employer contribution / active EE

$7,122

$3,086+130.8%

$2,916+144.2%

$4,663+52.8%

Participant deferral / active EE

$8,806

$4,647+89.5%

$4,323+103.7%

$6,689+31.6%

Admin fee / account holder

$5,356

$8,434-36.5%

$7,360-27.2%

$13,390-60.0%

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF PORTLAND, OREGON

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF PORTLAND, OREGON

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