Retirement plan

403 B THRIFT PLAN OF JEWISH FAMILY AND CHILDREN S SERVICE OF LONG BEACH

Name: JEWISH FAMILY AND CHILDREN S SERVIC E OF LONG BEACH WEST ORANGE COUNTY - 403 B THRIFT PLAN OF JEWISH FAMILY AND CHILDREN S SERVICE OF LONG BEACH (2017) Form 5500
Creator: JEWISH FAMILY AND CHILDREN S SERVIC E OF LONG BEACH WEST ORANGE COUNTY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403 B THRIFT PLAN OF JEWISH FAMILY AND CHILDREN S SERVICE OF LONG BEACH, JEWISH FAMILY AND CHILDREN S SERVIC E OF LONG BEACH WEST ORANGE COUNTY

JEWISH FAMILY AND CHILDREN S SERVIC E OF LONG BEACH WEST ORANGE COUNTYEIN 95-2273033Plan #003PY 2017

3801 E WILLOW ST - LONG BEACH, CA 908151734562-427-7916

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$534K

+21.1% from 2016

Total participants

+7.1% from 2016

Average account balance

$35,598

+13.0% from 2016

Annual return

12.09%

+5.88 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

$578K

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132K

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

+13.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$56

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 codes2F2G2L

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

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

$11K

$1220 / participant

Other / not subdivided$11K100.0%

% of EOY assets

2.056%

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

$35,598

$99,011-64.0%

$86,582-58.9%

$147,586-75.9%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

12.09%

1312.75%-1300.7pp

965.08%-953.0pp

578.59%-566.5pp

Employer contribution / active EE

$1,157

$3,132-63.1%

$2,839-59.2%

$4,876-76.3%

Participant deferral / active EE

$4,437

$3,972+11.7%

$3,609+23.0%

$5,439-18.4%

Admin fee / account holder

$732

$5,709-87.2%

$4,904-85.1%

$10,886-93.3%

403 B THRIFT PLAN OF JEWISH FAMILY AND CHILDREN S SERVICE OF LONG BEACH

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403 B THRIFT PLAN OF JEWISH FAMILY AND CHILDREN S SERVICE OF LONG BEACH

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