Retirement plan

PENSION PLAN FOR THE EMPLOYEES OF THE SYNOD OF THE PACIFIC

Name: SYNOD OF THE PACIFIC - PENSION PLAN FOR THE EMPLOYEES OF THE SYNOD OF THE PACIFIC (2016) Form 5500
Creator: SYNOD OF THE PACIFIC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PENSION PLAN FOR THE EMPLOYEES OF THE SYNOD OF THE PACIFIC, SYNOD OF THE PACIFIC

SYNOD OF THE PACIFICEIN 23-7217973Plan #001PY 2016

200 KENTUCKY STREET, SUITE B - PETALUMA, CA 949523825707-765-1772LinkedIn11-50 employees

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$3.9M

+7.7% from 2015

Total participants

-3.8% from 2015

Average account balance

$157,759

+12.0% from 2015

Annual return

7.54%

+8.60 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.03M

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

191.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

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

+9.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12729

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 codes2C3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$110K

$7841 / participant

Other / not subdivided$110K100.0%

% of EOY assets

2.783%

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

$157,759

$90,486+74.3%

$78,676+100.5%

$273,972-42.4%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

7.54%

75.62%-68.1pp

62.19%-54.7pp

41.46%-33.9pp

Employer contribution / active EE

$6,856

$3,175+115.9%

$2,850+140.6%

$4,869+40.8%

Participant deferral / active EE

$3,901-100.0%

$3,517-100.0%

$5,287-100.0%

Admin fee / account holder

$4,391

$5,263-16.6%

$4,510-2.6%

$10,133-56.7%

PENSION PLAN FOR THE EMPLOYEES OF THE SYNOD OF THE PACIFIC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PENSION PLAN FOR THE EMPLOYEES OF THE SYNOD OF THE PACIFIC

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