Retirement plan

SEWICKLEY ACADEMY DC PLAN

Name: SEWICKLEY ACADEMY - SEWICKLEY ACADEMY DC PLAN (2024) Form 5500
Creator: SEWICKLEY ACADEMY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SEWICKLEY ACADEMY DC PLAN, SEWICKLEY ACADEMY

SEWICKLEY ACADEMYEIN 25-0965558Plan #001PY 2024

315 ACADEMY AVENUE - SEWICKLEY, PA 151431200412-741-2230sewickley.orgLinkedIn51-200 employeesprimary/secondary education

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$41.9M

+37.9% from 2023

Total participants

372

+4.5% from 2023

Average account balance

$113,120

+32.3% from 2023

Annual return

11.47%

-2.49 pp from 2023

Benchmarks

See 1,577 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants100-249

Cohort1,577 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$41.85M

Not enough data

1 years with asset history on file

Average account balance

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

$113K

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.

370

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.

98.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.38M

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

+11.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$104

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

1 years with F_SCH_H allocation on file

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
TIAA10+ years Service code 15 · EIN 13-1624203	Recordkeeping	$38,454

Plan features & details

Pension benefit codes2A2G2L

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

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

$38K

$254 / participant

Contract admin$38K100.0%

% of EOY assets

0.092%

all-in expense ratio

Categories reported

1 / 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

$113,120

$69,774+62.1%

$67,575+67.4%

$74,459+51.9%

Participation rate

98.7%

71.4%+27.3pp

72.9%+25.8pp

67.2%+31.5pp

Annual return

11.47%

-40.53%+52.0pp

3528.98%-3517.5pp

1369.70%-1358.2pp

Employer contribution / active EE

$4,444

$2,710+64.0%

$2,736+62.5%

$2,626+69.2%

Participant deferral / active EE

$4,665

$3,636+28.3%

$4,003+16.5%

$4,350+7.2%

Admin fee / account holder

$104

$890-88.3%

$3,993-97.4%

$1,945-94.7%

Provider

Service type

Compensation

TIAA10+ years

Service code 15 · EIN 13-1624203

Recordkeeping

$38,454

SEWICKLEY ACADEMY DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SEWICKLEY ACADEMY DC 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