Retirement plan

PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN OTHODOX CHURCH IN THE UNITED STATES & CANADA

Name: SERBIAN ORTHODOX CHURCH IN THE U.S.A. & CANADA - PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN OTHODOX CHURCH IN THE UNITED STATES & CANADA (2020) Form 5500
Creator: SERBIAN ORTHODOX CHURCH IN THE U.S.A. & CANADA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN OTHODOX CHURCH IN THE UNITED STATES & CANADA, SERBIAN ORTHODOX CHURCH IN THE U.S.A. & CANADA

SERBIAN ORTHODOX CHURCH IN THE U.S.A. & CANADAEIN 34-6565657Plan #001PY 2020

296 OLD ROUTE 21 ROAD - CARMICHAELS, PA 15320574-855-6114

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$8.6M

+12.8% from 2019

Total participants

109

+4.8% from 2019

Average account balance

$81,270

+10.7% from 2019

Annual return

6.69%

+3.28 pp from 2019

Benchmarks

See 1,687 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,687 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.08M

Not enough data

1 years with asset history on file

Average account balance

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

$119K

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.

110

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$521K

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

+10.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6898

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 codes2C2F2G

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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).
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.

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

$21K

$210 / participant

Other / not subdivided$21K100.0%

% of EOY assets

0.248%

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

$81,270

$66,124+22.9%

$90,461-10.2%

$73,497+10.6%

Participation rate

97.1%

69.7%+27.4pp

72.7%+24.4pp

70.7%+26.4pp

Annual return

6.69%

17.65%-11.0pp

1294.76%-1288.1pp

28.51%-21.8pp

Employer contribution / active EE

$2,997

$2,346+27.7%

$3,264-8.2%

$2,270+32.0%

Participant deferral / active EE

$1,803

$3,039-40.7%

$3,964-54.5%

$3,740-51.8%

Admin fee / account holder

$202

$396-49.1%

$5,617-96.4%

$513-60.7%

PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN OTHODOX CHURCH IN THE UNITED STATES & CANADA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN OTHODOX CHURCH IN THE UNITED STATES & CANADA

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