Retirement plan

TAX DEFERRED ANNUITY PLAN OF JEWISH FEDERATION OF PORTLAND, OREGON

Name: JEWISH FEDERATION OF PORTLAND, OREG ON - TAX DEFERRED ANNUITY PLAN OF JEWISH FEDERATION OF PORTLAND, OREGON (2016) Form 5500
Creator: JEWISH FEDERATION OF PORTLAND, OREG ON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF JEWISH FEDERATION OF PORTLAND, OREGON, JEWISH FEDERATION OF PORTLAND, OREG ON

JEWISH FEDERATION OF PORTLAND, OREG ONEIN 93-0386825Plan #003PY 2016

6680 SW CAPITOL HWY - PORTLAND, OR 97219503-245-6219jewishportland.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#001Retirement-$417K assets

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$1.2M

+5.9% from 2015

Total participants

+7.1% from 2015

Average account balance

$78,642

-1.2% from 2015

Annual return

5.61%

-51.17 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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 codes2G2L

Plan features

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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$33K

$4734 / participant

Other / not subdivided$33K100.0%

% of EOY assets

2.809%

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

$78,642

$90,486-13.1%

$78,6760%

$273,972-71.3%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

5.61%

75.62%-70.0pp

62.19%-56.6pp

41.46%-35.8pp

Employer contribution / active EE

$3,175-100.0%

$2,850-100.0%

$4,869-100.0%

Participant deferral / active EE

$5,142

$3,901+31.8%

$3,517+46.2%

$5,287-2.7%

Admin fee / account holder

$2,209

$5,263-58.0%

$4,510-51.0%

$10,133-78.2%

TAX DEFERRED ANNUITY PLAN OF JEWISH FEDERATION OF PORTLAND, OREGON

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN 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