Retirement plan

CONSOLIDATED CATHOLIC BENEFIT PLAN

Name: CONSOLIDATED CATHOLIC ADMINIST - CONSOLIDATED CATHOLIC BENEFIT PLAN (2024) Form 5500
Creator: CONSOLIDATED CATHOLIC ADMINIST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONSOLIDATED CATHOLIC BENEFIT PLAN, CONSOLIDATED CATHOLIC ADMINIST

CONSOLIDATED CATHOLIC ADMINISTEIN 13-4064939Plan #001PY 2024

10 MANSELL COURT E., SUITE 100 - ROSWELL, GA 30076770-828-4958LinkedIn501-1000 employeescivic & social organization

Prospect flagsLow participationCorrective distributions

How to read this page

Total assets (EOY)

$29.5M

+12.9% from 2023

Total participants

642

-5.7% from 2023

Average account balance

$76,378

+4.4% from 2023

Annual return

15.82%

-0.70 pp from 2023

Benchmarks

See 1,035 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort1,035 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29.48M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

386

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.

49.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.68M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$298

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 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$51,506
UBS FINANCIAL SERVICES INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238	Advisory (Plan)	$46,184
WHITTLESEY PC7 years Filed as: WHITTLESEY & HADLEY PC Service code 10 2800 TRUMBULL STREET · HARTFORD, CT 06103	Accounting	$15,615
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$1,765

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T

Plan features

2E
Profit-sharing
Profit-sharing 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.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$115K

$227 / participant

Recordkeeping$52K44.8%
Investment mgmt$48K41.7%
Other / not subdivided$16K13.6%

% of EOY assets

0.390%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WHITTLESEY
Auditor EIN: 060886632
Audit fees: $15,615
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$76,378

$65,960+15.8%

$81,882-6.7%

$77,762-1.8%

Participation rate

49.6%

65.8%-16.2pp

72.4%-22.8pp

70.6%-21.0pp

Annual return

15.82%

26.64%-10.8pp

779.47%-763.7pp

31.27%-15.4pp

Employer contribution / active EE

$449

$2,375-81.1%

$2,916-84.6%

$2,728-83.5%

Participant deferral / active EE

$2,858

$3,505-18.5%

$4,323-33.9%

$4,651-38.6%

Admin fee / account holder

$298

$526-43.4%

$7,360-95.9%

$433-31.1%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$51,506

UBS FINANCIAL SERVICES INC3 years

Service code 27

PO BOX 198928 · NASHVILLE, TN 37238

Advisory (Plan)

$46,184

WHITTLESEY PC7 years

Filed as: WHITTLESEY & HADLEY PC

Service code 10

2800 TRUMBULL STREET · HARTFORD, CT 06103

Accounting

$15,615

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$1,765

CONSOLIDATED CATHOLIC BENEFIT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONSOLIDATED CATHOLIC BENEFIT 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