Retirement plan

PJCC RETIREMENT PLAN

Name: PENINSULA JEWISH COMMUNITY CENTER - PJCC RETIREMENT PLAN (2018) Form 5500
Creator: PENINSULA JEWISH COMMUNITY CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PJCC RETIREMENT PLAN, PENINSULA JEWISH COMMUNITY CENTER

PENINSULA JEWISH COMMUNITY CENTEREIN 94-3227262Plan #003PY 2018

800 FOSTER CITY BLVD - FOSTER CITY, CA 94404650-378-2756

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.7M

-0.1% from 2017

Total participants

226

+38.7% from 2017

Average account balance

$41,993

-11.5% from 2017

Annual return

-5.93%

-22.85 pp from 2017

Benchmarks

See 5,259 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,259 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.47M

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.

215

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.

96.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$917K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$109

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

1 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 codes2F2J2L2T

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).
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$23 / participant

Contract admin$4K100.0%

% of EOY assets

0.050%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SINGERLEWAK LLP
Auditor EIN: 952302617
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,993

$47,977-12.5%

$154,108-72.8%

$56,289-25.4%

Participation rate

75.3%

66.2%+9.1pp

83.0%-7.7pp

69.9%+5.4pp

Annual return

-5.93%

3.54%-9.5pp

735.21%-741.1pp

-9.96%+4.0pp

Employer contribution / active EE

$2,002

$2,169-7.7%

$5,298-62.2%

$2,111-5.2%

Participant deferral / active EE

$2,915

$2,392+21.9%

$5,081-42.6%

$3,350-13.0%

Admin fee / account holder

$21

$438-95.2%

$13,411-99.8%

$521-96.0%

PJCC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PJCC RETIREMENT 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