Retirement plan

THE TAX DEFERRED ANNUITY PLAN OF THE FIRST CHINESE PRESBYTERIAN CHURCH HSK

Name: THE FIRST CHINESE PRESBYTERIAN CHURCH HSK - THE TAX DEFERRED ANNUITY PLAN OF THE FIRST CHINESE PRESBYTERIAN CHURCH HSK (2015) Form 5500
Creator: THE FIRST CHINESE PRESBYTERIAN CHURCH HSK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE TAX DEFERRED ANNUITY PLAN OF THE FIRST CHINESE PRESBYTERIAN CHURCH HSK, THE FIRST CHINESE PRESBYTERIAN CHURCH HSK

THE FIRST CHINESE PRESBYTERIAN CHURCH HSKEIN 13-2933482Plan #005PY 2015

30 BROAD ST 6TH FL - NEW YORK, NY 100042304212-226-4910fcpc.orgLinkedIn1-10 employeesprofessional training & coaching

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$378K

No prior year

Total participants

No prior year

Average account balance

$54,040

No prior year

Annual return

1.30%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$559K

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2H

Plan features

2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$72

Other / not subdivided$72100.0%

% of EOY assets

0.019%

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

$54,040

$84,685-36.2%

$73,836-26.8%

$125,389-56.9%

Participation rate

0.0%

76.8%-76.8pp

73.4%-73.4pp

83.2%-83.2pp

Annual return

1.30%

3123.80%-3122.5pp

2268.06%-2266.8pp

282.24%-280.9pp

Employer contribution / active EE

$3,123-100.0%

$2,787-100.0%

$4,866-100.0%

Participant deferral / active EE

$3,993-100.0%

$3,583-100.0%

$5,352-100.0%

Admin fee / account holder

$10

$5,694-99.8%

$4,882-99.8%

$9,541-99.9%

THE TAX DEFERRED ANNUITY PLAN OF THE FIRST CHINESE PRESBYTERIAN CHURCH HSK

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE TAX DEFERRED ANNUITY PLAN OF THE FIRST CHINESE PRESBYTERIAN CHURCH HSK

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