Retirement plan

MT. ST. DOMINIC ACADEMY RETIREMENT PLAN

Name: MT. ST. DOMINIC ACADEMY - MT. ST. DOMINIC ACADEMY RETIREMENT PLAN (2017) Form 5500
Creator: MT. ST. DOMINIC ACADEMY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MT. ST. DOMINIC ACADEMY RETIREMENT PLAN, MT. ST. DOMINIC ACADEMY

MT. ST. DOMINIC ACADEMYEIN 22-1893090Plan #002PY 2017

3 RYERSON AVE. - CALDWELL, NJ 07006973-226-0660LinkedIn51-200 employeese-learning

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+2.2% from 2016

Total participants

-8.6% from 2016

Average account balance

$39,325

+6.4% from 2016

Annual return

11.81%

+12.07 pp from 2016

Benchmarks

See 3,770 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,770 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.93M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$170K

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

+10.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6849

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 codes2E2F2G2J3D2T

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.
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

1 tripped

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

$373K

$8481 / participant

Other / not subdivided$373K100.0%

% of EOY assets

19.366%

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

$39,325

$45,041-12.7%

$63,003-37.6%

$70,131-43.9%

Participation rate

90.9%

69.5%+21.4pp

74.8%+16.1pp

69.5%+21.4pp

Annual return

11.81%

18.76%-6.9pp

87.59%-75.8pp

73.14%-61.3pp

Employer contribution / active EE

$1,906

$2,052-7.1%

$2,760-30.9%

$2,342-18.6%

Participant deferral / active EE

$2,411

$2,465-2.2%

$3,329-27.6%

$3,332-27.6%

Admin fee / account holder

$7,615

$2,836+168.6%

$3,600+111.5%

$4,645+63.9%

MT. ST. DOMINIC ACADEMY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MT. ST. DOMINIC ACADEMY RETIREMENT 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