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 (2022) 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 2022

296 OLD ROUTE 21 RD - CARMICHAELS, PA 153202438574-855-6114

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9.8M

-9.3% from 2021

Total participants

117

+5.4% from 2021

Average account balance

$87,494

-10.9% from 2021

Annual return

-8.07%

-28.01 pp from 2021

Benchmarks

See 1,742 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,742 peers

Snapshot2022

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

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

$633K

$6032 / participant

Other / not subdivided$633K100.0%

% of EOY assets

6.463%

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

$87,494

$51,223+70.8%

$82,763+5.7%

$66,949+30.7%

Participation rate

95.2%

67.9%+27.3pp

72.6%+22.7pp

69.8%+25.4pp

Annual return

-8.07%

-9.85%+1.8pp

702.45%-710.5pp

1.57%-9.6pp

Employer contribution / active EE

$3,399

$2,611+30.2%

$3,008+13.0%

$2,545+33.5%

Participant deferral / active EE

$1,414

$3,460-59.1%

$4,395-67.8%

$4,239-66.6%

Admin fee / account holder

$5,655

$415+1261.0%

$5,325+6.2%

$594+852.6%

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