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 (2018) 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 2018

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)

$4M

-12.7% from 2017

Total participants

+3.8% from 2017

Average account balance

$147,200

-15.9% from 2017

Annual return

-5.23%

-19.87 pp from 2017

Benchmarks

See 33,731 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,731 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.09M

Not enough data

1 years with asset history on file

Average account balance

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

$104K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14939

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

$422K

$42171 / participant

Other / not subdivided$422K100.0%

% of EOY assets

10.611%

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

$147,200

$90,617+62.4%

$79,476+85.2%

$135,382+8.7%

Participation rate

100.0%

76.1%+23.9pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-5.23%

977.57%-982.8pp

718.21%-723.4pp

519.77%-525.0pp

Employer contribution / active EE

$5,517

$3,068+79.8%

$2,800+97.0%

$4,779+15.4%

Participant deferral / active EE

$4,050-100.0%

$3,704-100.0%

$5,609-100.0%

Admin fee / account holder

$15,619

$5,907+164.4%

$5,113+205.5%

$10,829+44.2%

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