Retirement plan

PCACB PROFIT SHARING PLAN

Name: PENNSYLVANIA CERTIFICATION BOARD - PCACB PROFIT SHARING PLAN (2019) Form 5500
Creator: PENNSYLVANIA CERTIFICATION BOARD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PCACB PROFIT SHARING PLAN, PENNSYLVANIA CERTIFICATION BOARD

PENNSYLVANIA CERTIFICATION BOARDEIN 23-2330432Plan #001PY 2019

298 SOUTH PROGRESS AVE - HARRISBURG, PA 17109717-540-4455pacertboard.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+13.0% from 2018

Total participants

0.0% from 2018

Average account balance

$292,845

+13.0% from 2018

Annual return

8.75%

-6.29 pp from 2018

Benchmarks

See 6,053 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,053 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.74M

Not enough data

1 years with asset history on file

Average account balance

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

$685K

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

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+8.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63110

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$150

$38 / participant

Other / not subdivided$150100.0%

% of EOY assets

0.013%

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

$292,845

$77,419+278.3%

$69,461+321.6%

$152,885+91.5%

Participation rate

100.0%

78.1%+21.9pp

74.6%+25.4pp

82.5%+17.5pp

Annual return

8.75%

39.07%-30.3pp

28.97%-20.2pp

345.39%-336.6pp

Employer contribution / active EE

$9,035

$3,315+172.5%

$2,779+225.1%

$4,763+89.7%

Participant deferral / active EE

$2,018

$4,414-54.3%

$3,536-42.9%

$5,851-65.5%

Admin fee / account holder

$38

$6,207-99.4%

$3,840-99.0%

$11,598-99.7%

PCACB PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PCACB PROFIT SHARING 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