Retirement plan

WESTSIDE JEWISH COMMUNITY CENTER 401(K) PLAN

Name: WESTSIDE JEWISH COMMUNITY CENTER, INC. - WESTSIDE JEWISH COMMUNITY CENTER 401(K) PLAN (2019) Form 5500
Creator: WESTSIDE JEWISH COMMUNITY CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTSIDE JEWISH COMMUNITY CENTER 401(K) PLAN, WESTSIDE JEWISH COMMUNITY CENTER, INC.

WESTSIDE JEWISH COMMUNITY CENTER, INC.EIN 95-1691010Plan #002PY 2019

5870 W OLYMPIC BLVD - LOS ANGELES, CA 900364657323-556-5204LinkedIn1-10 employeesfinancial services

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$187K

+44.8% from 2018

Total participants

+17.6% from 2018

Average account balance

$9,830

+6.7% from 2018

Annual return

22.57%

+33.18 pp from 2018

Benchmarks

See 35,105 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,105 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-11.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

2 tripped

OpportunityLow participant contribution
Participant 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

$13K

$711 / participant

Other / not subdivided$13K100.0%

% of EOY assets

6.850%

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

$9,830

$103,038-90.5%

$90,324-89.1%

$152,909-93.6%

Participation rate

94.4%

75.9%+18.6pp

73.3%+21.2pp

82.5%+12.0pp

Annual return

22.57%

95.25%-72.7pp

78.15%-55.6pp

345.46%-322.9pp

Employer contribution / active EE

$1,934

$3,141-38.4%

$2,856-32.3%

$4,764-59.4%

Participant deferral / active EE

$175

$4,282-95.9%

$3,885-95.5%

$5,851-97.0%

Admin fee / account holder

$673

$6,177-89.1%

$5,356-87.4%

$11,601-94.2%

WESTSIDE JEWISH COMMUNITY CENTER 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WESTSIDE JEWISH COMMUNITY CENTER 401(K) 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