Retirement plan

SISTERS OF THE PRECIOUS BLOOD 401(K) RETIREMENT PLAN

Name: THE SISTERS OF THE PRECIOUS BLOOD, INC. - SISTERS OF THE PRECIOUS BLOOD 401(K) RETIREMENT PLAN (2015) Form 5500
Creator: THE SISTERS OF THE PRECIOUS BLOOD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SISTERS OF THE PRECIOUS BLOOD 401(K) RETIREMENT PLAN, THE SISTERS OF THE PRECIOUS BLOOD, INC.

THE SISTERS OF THE PRECIOUS BLOOD, INC.EIN 31-0745617Plan #001PY 2015

4000 DENLINGER ROAD - DAYTON, OH 454262399937-275-0303preciousbloodsistersdayton.orgLinkedIn11-50 employeesreligious institutions

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$602K

No prior year

Total participants

No prior year

Average account balance

$15,440

No prior year

Annual return

0.82%

No prior year

Benchmarks

See 6,735 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort6,735 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.69M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

110.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$171K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5819

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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 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

$67K

$1449 / participant

Other / not subdivided$67K100.0%

% of EOY assets

11.066%

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

$15,440

$45,152-65.8%

$73,835-79.1%

$59,633-74.1%

Participation rate

71.7%

64.0%+7.7pp

73.4%-1.7pp

68.7%+3.1pp

Annual return

0.82%

27.40%-26.6pp

2268.13%-2267.3pp

2041.40%-2040.6pp

Employer contribution / active EE

$773

$1,901-59.4%

$2,788-72.3%

$2,203-64.9%

Participant deferral / active EE

$561

$2,573-78.2%

$3,583-84.4%

$3,192-82.4%

Admin fee / account holder

$1,709

$3,515-51.4%

$4,880-65.0%

$4,297-60.2%

SISTERS OF THE PRECIOUS BLOOD 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SISTERS OF THE PRECIOUS BLOOD 401(K) RETIREMENT 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