Retirement plan

THE CALVARY CEMETERY ASSOCIATION DEFERRED SAVINGS PLAN

Name: THE CALVARY CEMETERY ASSOCIATION - THE CALVARY CEMETERY ASSOCIATION DEFERRED SAVINGS PLAN (2017) Form 5500
Creator: THE CALVARY CEMETERY ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CALVARY CEMETERY ASSOCIATION DEFERRED SAVINGS PLAN, THE CALVARY CEMETERY ASSOCIATION

THE CALVARY CEMETERY ASSOCIATIONEIN 31-0232270Plan #001PY 2017

1625 CALVARY DRIVE - DAYTON, OH 45409937-293-1221LinkedIn11-50 employeesreligious institutions

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$608K

+31.8% from 2016

Total participants

+33.3% from 2016

Average account balance

$30,401

-1.2% from 2016

Annual return

21.20%

+16.92 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.02M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

131.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$142K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6607

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

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

$17K

$1024 / participant

Other / not subdivided$17K100.0%

% of EOY assets

2.862%

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

$30,401

$99,031-69.3%

$86,597-64.9%

$147,585-79.4%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

21.20%

1312.56%-1291.4pp

964.96%-943.8pp

578.57%-557.4pp

Employer contribution / active EE

$1,478

$3,132-52.8%

$2,840-48.0%

$4,876-69.7%

Participant deferral / active EE

$2,391

$3,972-39.8%

$3,609-33.7%

$5,439-56.0%

Admin fee / account holder

$870

$5,711-84.8%

$4,906-82.3%

$10,885-92.0%

THE CALVARY CEMETERY ASSOCIATION DEFERRED SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CALVARY CEMETERY ASSOCIATION DEFERRED SAVINGS 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