Retirement plan

UKRAINIAN ORTHODOX CHURCH OF THE U.S.A. 403(B) TSA PLAN

Name: UKRAINIAN ORTHODOX CHURCH OF THE U.S.A. - UKRAINIAN ORTHODOX CHURCH OF THE U.S.A. 403(B) TSA PLAN (2015) Form 5500
Creator: UKRAINIAN ORTHODOX CHURCH OF THE U.S.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UKRAINIAN ORTHODOX CHURCH OF THE U.S.A. 403(B) TSA PLAN, UKRAINIAN ORTHODOX CHURCH OF THE U.S.A.

UKRAINIAN ORTHODOX CHURCH OF THE U.S.A.EIN 22-1549753Plan #001PY 2015

135 DAVIDSON AVENUE - SOMERSET, NJ 08873732-356-0090LinkedIn1-10 employeescivic & social organization

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$422K

No prior year

Total participants

No prior year

Average account balance

$70,259

No prior year

Annual return

-1.20%

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

$1.55M

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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.

60.9%

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

+15.00%

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 codes2F2G2M

Plan features

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$105K

$4985 / participant

Other / not subdivided$105K100.0%

% of EOY assets

24.833%

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

$70,259

$84,684-17.0%

$73,835-4.8%

$125,388-44.0%

Participation rate

23.8%

76.8%-53.0pp

73.4%-49.6pp

83.2%-59.4pp

Annual return

-1.20%

3123.93%-3125.1pp

2268.13%-2269.3pp

282.24%-283.4pp

Employer contribution / active EE

$414

$3,123-86.7%

$2,788-85.1%

$4,866-91.5%

Participant deferral / active EE

$1,262

$3,993-68.4%

$3,583-64.8%

$5,352-76.4%

Admin fee / account holder

$17,447

$5,691+206.6%

$4,880+257.6%

$9,541+82.9%

UKRAINIAN ORTHODOX CHURCH OF THE U.S.A. 403(B) TSA PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UKRAINIAN ORTHODOX CHURCH OF THE U.S.A. 403(B) TSA 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