Retirement plan

OREGON JEWISH COMMUNITY 401 K PROFIT SHARING PLAN TRUST

Name: OREGON JEWISH COMMUNITY FOUNDA - OREGON JEWISH COMMUNITY 401 K PROFIT SHARING PLAN TRUST (2015) Form 5500
Creator: OREGON JEWISH COMMUNITY FOUNDA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OREGON JEWISH COMMUNITY 401 K PROFIT SHARING PLAN TRUST, OREGON JEWISH COMMUNITY FOUNDA

OREGON JEWISH COMMUNITY FOUNDAEIN 93-1019725Plan #001PY 2015

1618 SW 1ST AVE STE 210 - PORTLAND, OR 972015721503-248-9328ojcf.orgLinkedIn1-10 employeesphilanthropy

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$336K

No prior year

Total participants

No prior year

Average account balance

$67,267

No prior year

Annual return

-1.33%

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

$689K

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24582

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 codes2E2G2J2T3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$67,267

$84,685-20.6%

$73,836-8.9%

$125,389-46.4%

Participation rate

44.4%

76.8%-32.3pp

73.4%-29.0pp

83.2%-38.7pp

Annual return

-1.33%

3123.80%-3125.1pp

2268.06%-2269.4pp

282.24%-283.6pp

Employer contribution / active EE

$2,258

$3,123-27.7%

$2,787-19.0%

$4,866-53.6%

Participant deferral / active EE

$3,460

$3,993-13.3%

$3,583-3.4%

$5,352-35.3%

Admin fee / account holder

$5,694-100.0%

$4,882-100.0%

$9,541-100.0%

OREGON JEWISH COMMUNITY 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

OREGON JEWISH COMMUNITY 401 K PROFIT SHARING PLAN TRUST

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