Retirement plan

TRINITY CHRISTIAN SCHOOL

Name: TRINITY CHRISTIAN SCHOOL - TRINITY CHRISTIAN SCHOOL (2022) Form 5500
Creator: TRINITY CHRISTIAN SCHOOL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRINITY CHRISTIAN SCHOOL, TRINITY CHRISTIAN SCHOOL

TRINITY CHRISTIAN SCHOOLEIN 23-2875879Plan #001PY 2022

299 RIDGE AVENUE - PITTSBURGH, PA 15221412-242-8886trinityskippack.orgLinkedIn1-10 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$392K

+31.9% from 2021

Total participants

0.0% from 2021

Average account balance

$10,058

+21.7% from 2021

Annual return

-19.89%

-72.29 pp from 2021

Benchmarks

See 4,251 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort4,251 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.22M

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

95.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$244K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$727

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$9K

$227 / participant

Other / not subdivided$9K100.0%

% of EOY assets

2.313%

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

$10,058

$42,909-76.6%

$60,906-83.5%

$68,486-85.3%

Participation rate

77.5%

66.8%+10.7pp

73.1%+4.4pp

67.9%+9.6pp

Annual return

-19.89%

-13.99%-5.9pp

16.94%-36.8pp

-7.85%-12.0pp

Employer contribution / active EE

$2,328

$1,979+17.7%

$2,703-13.9%

$2,597-10.3%

Participant deferral / active EE

$1,631

$2,866-43.1%

$3,814-57.2%

$4,028-59.5%

Admin fee / account holder

$233

$3,104-92.5%

$3,227-92.8%

$5,404-95.7%

TRINITY CHRISTIAN SCHOOL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRINITY CHRISTIAN SCHOOL

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