Retirement plan

TAX DEFERRED ANNUITY PLAN OF CATHOLIC CHARITIES DIOCESE OF SAN DIEGO

Name: CATHOLIC CHARITIES DIOCESE OF SAN DIEGO - TAX DEFERRED ANNUITY PLAN OF CATHOLIC CHARITIES DIOCESE OF SAN DIEGO (2022) Form 5500
Creator: CATHOLIC CHARITIES DIOCESE OF SAN DIEGO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF CATHOLIC CHARITIES DIOCESE OF SAN DIEGO, CATHOLIC CHARITIES DIOCESE OF SAN DIEGO

CATHOLIC CHARITIES DIOCESE OF SAN DIEGOEIN 23-7334012Plan #002PY 2022

3888 PADUCAH DR - SAN DIEGO, CA 921175349619-323-2841ccdsd.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$1.2M

-6.8% from 2021

Total participants

+2.2% from 2021

Average account balance

$27,936

-2.5% from 2021

Annual return

-9.57%

-20.32 pp from 2021

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.11M

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

10.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$217

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

+9.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1733

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 codes2G3D2J

Plan features

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

2 tripped

OpportunityLow employer contribution
Employer 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

$14K

$621 / participant

Other / not subdivided$14K100.0%

% of EOY assets

1.189%

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

$27,936

$167,353-83.3%

$143,797-80.6%

$134,545-79.2%

Participation rate

82.6%

84.8%-2.2pp

80.3%+2.3pp

81.2%+1.4pp

Annual return

-9.57%

0.48%-10.0pp

-0.04%-9.5pp

418.37%-427.9pp

Employer contribution / active EE

$5,620-100.0%

$4,952-100.0%

$4,742-100.0%

Participant deferral / active EE

$2,168

$6,447-66.4%

$5,638-61.5%

$6,401-66.1%

Admin fee / account holder

$332

$18,096-98.2%

$14,679-97.7%

$11,431-97.1%

TAX DEFERRED ANNUITY PLAN OF CATHOLIC CHARITIES DIOCESE OF SAN DIEGO

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF CATHOLIC CHARITIES DIOCESE OF SAN DIEGO

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