Retirement plan

THE PRIESTLY FRATERNITY OF SAINT PETER 401(K) PROFIT SHARING PLAN

Name: PRIESTLY FRATERNITY OF ST. PETER, INC. - THE PRIESTLY FRATERNITY OF SAINT PETER 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: PRIESTLY FRATERNITY OF ST. PETER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE PRIESTLY FRATERNITY OF SAINT PETER 401(K) PROFIT SHARING PLAN, PRIESTLY FRATERNITY OF ST. PETER, INC.

PRIESTLY FRATERNITY OF ST. PETER, INC.EIN 06-1271475Plan #001PY 2018

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

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$4.3M

-2.3% from 2017

Total participants

141

+0.7% from 2017

Average account balance

$33,235

-2.3% from 2017

Annual return

0.87%

-16.00 pp from 2017

Benchmarks

See 1,738 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,738 peers

Snapshot2018

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
LPL FINANCIAL2 years Service code 27 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121	Advisory (Plan)	$15,123
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64	Recordkeeping Fees	$8,788
FINANCIAL ADVOCATES1 year Filed as: FINANCIAL ADVOCATES INVESTMENT MANG Service code 27 · EIN 84-0467907 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502	Advisory (Plan)	$8,350
HUNNEX AND SHOEMAKER, INC.1 year Filed as: HUNNEX & SHOEMAKER Service code 13 · EIN 91-1072394	Contract Administrator	$150

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

$24K

$186 / participant

Investment mgmt$15K63.3%
Other / not subdivided$9K36.7%

% of EOY assets

0.557%

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: KOHANSKI & COMPANY, PC
Auditor EIN: 832620517
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,235

$44,873-25.9%

$79,467-58.2%

$56,289-41.0%

Participation rate

90.6%

68.7%+21.9pp

73.3%+17.3pp

69.9%+20.8pp

Annual return

0.87%

0.81%+0.1pp

718.30%-717.4pp

-9.96%+10.8pp

Employer contribution / active EE

$641

$2,140-70.1%

$2,800-77.1%

$2,111-69.6%

Participant deferral / active EE

$99

$2,746-96.4%

$3,704-97.3%

$3,350-97.0%

Admin fee / account holder

$185

$418-55.8%

$5,104-96.4%

$521-64.5%

Provider

Service type

Compensation

LPL FINANCIAL2 years

Service code 27 · EIN 95-2834236

4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121

Advisory (Plan)

$15,123

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: GREAT WEST LIFE & ANNUITY INSURANCE

Service code 64

Recordkeeping Fees

$8,788

FINANCIAL ADVOCATES1 year

Filed as: FINANCIAL ADVOCATES INVESTMENT MANG

Service code 27 · EIN 84-0467907

1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502

Advisory (Plan)

$8,350

HUNNEX AND SHOEMAKER, INC.1 year

Filed as: HUNNEX & SHOEMAKER

Service code 13 · EIN 91-1072394

Contract Administrator

$150

THE PRIESTLY FRATERNITY OF SAINT PETER 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE PRIESTLY FRATERNITY OF SAINT PETER 401(K) 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