Retirement plan

THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN

Name: MOUNT SAINT MARY ACADEMY, INC. - THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN (2015) Form 5500
Creator: MOUNT SAINT MARY ACADEMY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN, MOUNT SAINT MARY ACADEMY, INC.

MOUNT SAINT MARY ACADEMY, INC.EIN 22-2981173Plan #001PY 2015

1645 U.S. RT 22 WEST - WATCHUNG, NJ 07069908-757-0108mountsaintmary.orgLinkedIn51-200 employeesprimary/secondary education

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.4M

No prior year

Total participants

No prior year

Average account balance

$37,261

No prior year

Annual return

-1.36%

No prior year

Benchmarks

See 2,455 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort2,455 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.82M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

84.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$536K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5436

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 codes2E2F2G2J3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$22K

$304 / participant

Other / not subdivided$22K100.0%

% of EOY assets

0.656%

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

$37,261

$40,263-7.5%

$57,347-35.0%

$59,632-37.5%

Participation rate

100.0%

69.2%+30.8pp

75.1%+24.9pp

68.7%+31.3pp

Annual return

-1.36%

27.50%-28.9pp

24.40%-25.8pp

2041.32%-2042.7pp

Employer contribution / active EE

$1,741

$1,922-9.4%

$2,689-35.2%

$2,203-20.9%

Participant deferral / active EE

$3,571

$2,400+48.8%

$3,162+12.9%

$3,192+11.9%

Admin fee / account holder

$244

$2,819-91.3%

$3,356-92.7%

$4,297-94.3%

THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE MOUNT SAINT MARY ACADEMY, INC. 401(K) 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