Retirement plan

SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN

Name: SOCIETY OF ST. VINCENT DEPAUL - SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN (2016) Form 5500
Creator: SOCIETY OF ST. VINCENT DEPAUL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN, SOCIETY OF ST. VINCENT DEPAUL

SOCIETY OF ST. VINCENT DEPAULEIN 11-1884961Plan #001PY 2016

249 BROADWAY - BETHPAGE, NY 11714516-822-3132

Other plans on this EIN

1 filing

#002Retirement-$2.5M assets

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$3.6M

No prior year

Total participants

No prior year

Average account balance

$46,436

No prior year

Annual return

8.38%

No prior year

Benchmarks

See 7,815 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,815 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.53M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

85.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$209K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+22.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1575

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 codes2F2G2T3D2C

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

$71K

$1273 / participant

Other / not subdivided$71K100.0%

% of EOY assets

1.994%

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

$46,436

$48,078-3.4%

$78,676-41.0%

$62,881-26.2%

Participation rate

98.2%

65.2%+33.0pp

73.6%+24.6pp

69.3%+28.9pp

Annual return

8.38%

31.36%-23.0pp

62.19%-53.8pp

20.14%-11.8pp

Employer contribution / active EE

$2,985

$2,015+48.2%

$2,850+4.7%

$2,281+30.9%

Participant deferral / active EE

$2,587-100.0%

$3,517-100.0%

$3,203-100.0%

Admin fee / account holder

$926

$3,206-71.1%

$4,510-79.5%

$4,296-78.4%

SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION 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