Retirement plan

JEWISH FAMILY SERVICE OF LOS ANGELES 401 (K) PLAN

Name: JEWISH FAMILY SERVICE OF LOS ANGELES - JEWISH FAMILY SERVICE OF LOS ANGELES 401 (K) PLAN (2020) Form 5500
Creator: JEWISH FAMILY SERVICE OF LOS ANGELES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEWISH FAMILY SERVICE OF LOS ANGELES 401 (K) PLAN, JEWISH FAMILY SERVICE OF LOS ANGELES

JEWISH FAMILY SERVICE OF LOS ANGELESEIN 95-1691013Plan #001PY 2020

3580 WILSHIRE BLVD, STE 700 - LOS ANGELES, CA 90010323-761-8800jfsla.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.6M

+44.6% from 2019

Total participants

236

-15.4% from 2019

Average account balance

$32,916

+38.4% from 2019

Annual return

31.85%

+9.71 pp from 2019

Benchmarks

See 5,414 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,414 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.01M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

255

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.

97.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.11M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+10.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$270

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

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL3 years Service code 37 · EIN 04-2647786	Loan Processing	$11,072

Plan features & details

Pension benefit codes2F2G2J2T2E3H3D

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$11K

$60 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.146%

all-in expense ratio

Categories reported

0 / 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: GREEN HASSON JANKS
Auditor EIN: 951777440
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,916

$58,895-44.1%

$178,503-81.6%

$73,497-55.2%

Participation rate

96.7%

66.2%+30.5pp

81.9%+14.8pp

70.7%+26.1pp

Annual return

31.85%

24.86%+7.0pp

151.12%-119.3pp

28.51%+3.3pp

Employer contribution / active EE

$1,830

$2,236-18.2%

$5,011-63.5%

$2,270-19.4%

Participant deferral / active EE

$2,684

$2,567+4.6%

$5,202-48.4%

$3,740-28.2%

Admin fee / account holder

$48

$400-88.0%

$13,987-99.7%

$513-90.6%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3 years

Service code 37 · EIN 04-2647786

Loan Processing

$11,072

JEWISH FAMILY SERVICE OF LOS ANGELES 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEWISH FAMILY SERVICE OF LOS ANGELES 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