Retirement plan

SISTERS OF ST. CASIMIR 401(K) PLAN

Name: SISTERS OF ST. CASIMIR - SISTERS OF ST. CASIMIR 401(K) PLAN (2021) Form 5500
Creator: SISTERS OF ST. CASIMIR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SISTERS OF ST. CASIMIR 401(K) PLAN, SISTERS OF ST. CASIMIR

SISTERS OF ST. CASIMIREIN 36-2170966Plan #002PY 2021

2601 WEST MARQUETTE ROAD - CHICAGO, IL 60629773-776-1324LinkedIn1-10 employeescivic & social organization

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$235K

+31.0% from 2020

Total participants

+25.0% from 2020

Average account balance

$47,053

+4.8% from 2020

Annual return

8.01%

-10.02 pp from 2020

Benchmarks

See 37,618 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort37,618 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$463K

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$63K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+13.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18

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 codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing 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).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$988

$247 / participant

Other / not subdivided$988100.0%

% of EOY assets

0.420%

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

$47,053

$109,872-57.2%

$98,483-52.2%

$167,536-71.9%

Participation rate

100.0%

75.8%+24.2pp

73.3%+26.7pp

82.1%+17.9pp

Annual return

8.01%

1959.31%-1951.3pp

1494.38%-1486.4pp

478.82%-470.8pp

Employer contribution / active EE

$2,316

$3,225-28.2%

$2,961-21.8%

$4,839-52.1%

Participant deferral / active EE

$8,227

$4,673+76.0%

$4,276+92.4%

$6,342+29.7%

Admin fee / account holder

$198

$6,757-97.1%

$5,953-96.7%

$12,315-98.4%

SISTERS OF ST. CASIMIR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SISTERS OF ST. CASIMIR 401(K) 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