Retirement plan

403 B THRIFT PLAN OF JEWISH FEDERATION OF PORTLAND OREGON

Name: JEWISH FEDERATION OF PORTLAND OREG ON - 403 B THRIFT PLAN OF JEWISH FEDERATION OF PORTLAND OREGON (2017) Form 5500
Creator: JEWISH FEDERATION OF PORTLAND OREG ON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403 B THRIFT PLAN OF JEWISH FEDERATION OF PORTLAND OREGON, JEWISH FEDERATION OF PORTLAND OREG ON

JEWISH FEDERATION OF PORTLAND OREG ONEIN 93-0386825Plan #003PY 2017

6680 SW CAPITOL HWY - PORTLAND, OR 972191958503-245-6219jewishportland.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+13.2% from 2016

Total participants

+6.7% from 2016

Average account balance

$83,460

+6.1% from 2016

Annual return

44.79%

+39.19 pp from 2016

Benchmarks

See 32,065 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,065 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.54M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

158.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$162K

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

+15.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$671

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

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

$434K

$54298 / participant

Other / not subdivided$434K100.0%

% of EOY assets

32.529%

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

$83,460

$99,017-15.7%

$86,587-3.6%

$147,585-43.4%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

44.79%

1312.37%-1267.6pp

964.86%-920.1pp

578.56%-533.8pp

Employer contribution / active EE

$3,503

$3,132+11.8%

$2,839+23.4%

$4,876-28.2%

Participant deferral / active EE

$4,201

$3,972+5.7%

$3,609+16.4%

$5,439-22.8%

Admin fee / account holder

$27,149

$5,710+375.4%

$4,906+453.4%

$10,885+149.4%

403 B THRIFT PLAN 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 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