Retirement plan

JEWISH COMMUNITY RELATIONS COUNCIL 403(B) PLAN

Name: JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO - JEWISH COMMUNITY RELATIONS COUNCIL 403(B) PLAN (2017) Form 5500
Creator: JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEWISH COMMUNITY RELATIONS COUNCIL 403(B) PLAN, JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO

JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCOEIN 94-1156335Plan #001PY 2017

121 STEUART STREET, SUITE 301 - SAN FRANCISCO, CA 941051221415-957-1551

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

-3.0% from 2016

Total participants

0.0% from 2016

Average account balance

$61,536

-19.6% from 2016

Annual return

14.43%

+4.36 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

$3.67M

Not enough data

1 years with asset history on file

Average account balance

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

$136K

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.

142.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$264K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+15.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3950

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 codes2F2G2M3D

Plan features

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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

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

$703K

$29308 / participant

Other / not subdivided$703K100.0%

% of EOY assets

32.659%

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

$61,536

$99,009-37.8%

$86,581-28.9%

$147,585-58.3%

Participation rate

91.7%

76.3%+15.3pp

73.5%+18.1pp

82.8%+8.8pp

Annual return

14.43%

1312.70%-1298.3pp

965.06%-950.6pp

578.58%-564.2pp

Employer contribution / active EE

$4,795

$3,132+53.1%

$2,840+68.9%

$4,876-1.7%

Participant deferral / active EE

$7,959

$3,972+100.3%

$3,609+120.5%

$5,439+46.3%

Admin fee / account holder

$20,097

$5,709+252.0%

$4,904+309.8%

$10,886+84.6%

JEWISH COMMUNITY RELATIONS COUNCIL 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEWISH COMMUNITY RELATIONS COUNCIL 403(B) PLAN

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