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 (2021) 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 2021

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.8M

+25.3% from 2020

Total participants

111

+1.8% from 2020

Average account balance

$98,167

+20.8% from 2020

Annual return

19.94%

+13.25 pp from 2020

Benchmarks

See 1,683 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,683 peers

Snapshot2021

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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

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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

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

$38K

$367 / participant

Other / not subdivided$38K100.0%

% of EOY assets

0.350%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$98,167

$63,745+54.0%

$98,442-0.3%

$79,386+23.7%

Participation rate

99.0%

69.9%+29.2pp

73.3%+25.7pp

70.7%+28.3pp

Annual return

19.94%

625.80%-605.9pp

1492.73%-1472.8pp

116.85%-96.9pp

Employer contribution / active EE

$3,109

$2,557+21.6%

$2,960+5.0%

$2,427+28.1%

Participant deferral / active EE

$1,780

$3,303-46.1%

$4,276-58.4%

$4,046-56.0%

Admin fee / account holder

$344

$516-33.3%

$5,949-94.2%

$626-45.1%

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