Retirement plan

ANGLICAN DIOCESE OF PITTSBURGH LAY RETIREMENT PLAN

Name: ANGLICAN DIOCESE OF PITTSBURGH - ANGLICAN DIOCESE OF PITTSBURGH LAY RETIREMENT PLAN (2016) Form 5500
Creator: ANGLICAN DIOCESE OF PITTSBURGH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANGLICAN DIOCESE OF PITTSBURGH LAY RETIREMENT PLAN, ANGLICAN DIOCESE OF PITTSBURGH

ANGLICAN DIOCESE OF PITTSBURGHEIN 27-1169962Plan #001PY 2016

ONE ALLEGHENY SQUARE, SUITE #650 - PITTSBURGH, PA 15212412-281-6131adpgh.orgLinkedIn201-500 employeesreligious institutions

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$329K

No prior year

Total participants

No prior year

Average account balance

$65,892

No prior year

Annual return

7.46%

No prior year

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

$241K

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+22.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$65,892

$90,486-27.2%

$78,676-16.2%

$273,972-75.9%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

7.46%

75.62%-68.2pp

62.19%-54.7pp

41.46%-34.0pp

Employer contribution / active EE

$6,508

$3,175+105.0%

$2,850+128.3%

$4,869+33.7%

Participant deferral / active EE

$1,917

$3,901-50.9%

$3,517-45.5%

$5,287-63.7%

Admin fee / account holder

$5,263-100.0%

$4,510-100.0%

$10,133-100.0%

ANGLICAN DIOCESE OF PITTSBURGH LAY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANGLICAN DIOCESE OF PITTSBURGH LAY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion