Retirement plan

THE PRIESTLY FRATERNITY OF SAINT PETER 401K PROFIT SHARING PLAN

Name: THE PRIESTLY FRATERNITY OF SAINT PETER - THE PRIESTLY FRATERNITY OF SAINT PETER 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: THE PRIESTLY FRATERNITY OF SAINT PETER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE PRIESTLY FRATERNITY OF SAINT PETER 401K PROFIT SHARING PLAN, THE PRIESTLY FRATERNITY OF SAINT PETER

THE PRIESTLY FRATERNITY OF SAINT PETEREIN 06-1271475Plan #001PY 2017

450 VENARD ROAD - SOUTH ABINGTON TWP, PA 18411570-842-4000LinkedIn1-10 employeesreligious institutions

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$4.4M

+16.2% from 2016

Total participants

140

+6.9% from 2016

Average account balance

$34,034

+15.3% from 2016

Annual return

16.87%

+10.32 pp from 2016

Benchmarks

See 1,704 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,704 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.75M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

144

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.

77.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$138K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$834

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

+10.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$390

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 2 by compensation

Provider	Service type	Compensation
LPL FINANCIAL1 year Service code 27 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091	Advisory (Plan)	$20,150
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 111 NORTH WASHINGTON AVE, SUITE 201 · SCRANTON, PA 18503	Advisory (Plan)	$5,839

Plan features & details

Pension benefit codes2A2E2J3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$26K

$217 / participant

Contract admin$26K100.0%

% of EOY assets

0.592%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: JONESKOHANSKI & CO., PC
Auditor EIN: 261641653
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,034

$50,637-32.8%

$86,582-60.7%

$62,293-45.4%

Participation rate

90.8%

67.9%+22.9pp

73.5%+17.3pp

69.5%+21.3pp

Annual return

16.87%

20.80%-3.9pp

965.08%-948.2pp

28.90%-12.0pp

Employer contribution / active EE

$608

$2,075-70.7%

$2,839-78.6%

$2,042-70.3%

Participant deferral / active EE

$155

$2,611-94.1%

$3,609-95.7%

$3,169-95.1%

Admin fee / account holder

$201

$413-51.3%

$4,904-95.9%

$479-58.0%

Provider

Service type

Compensation

LPL FINANCIAL1 year

Service code 27 · EIN 95-2834236

4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091

Advisory (Plan)

$20,150

MORGAN STANLEY SMITH BARNEY3+ years

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 27 · EIN 26-4310632

111 NORTH WASHINGTON AVE, SUITE 201 · SCRANTON, PA 18503

Advisory (Plan)

$5,839

THE PRIESTLY FRATERNITY OF SAINT PETER 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE PRIESTLY FRATERNITY OF SAINT PETER 401K PROFIT SHARING 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