Retirement plan

CATHOLIC CHARITIES, INC. DIOCESE OF MADISON RETIREMENT PLAN

Name: CATHOLIC CHARITIES, INC. DIOCESE OF MADISON - CATHOLIC CHARITIES, INC. DIOCESE OF MADISON RETIREMENT PLAN (2015) Form 5500
Creator: CATHOLIC CHARITIES, INC. DIOCESE OF MADISON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CATHOLIC CHARITIES, INC. DIOCESE OF MADISON RETIREMENT PLAN, CATHOLIC CHARITIES, INC. DIOCESE OF MADISON

CATHOLIC CHARITIES, INC. DIOCESE OF MADISONEIN 39-0807067Plan #001PY 2015

702 S HIGH POINT ROAD - MADISON, WI 537446550608-826-8000LinkedIn201-500 employeesreligious institutions

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$3.6M

No prior year

Total participants

319

No prior year

Average account balance

$25,709

No prior year

Annual return

-2.24%

No prior year

Benchmarks

See 3,168 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,168 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.48M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

171

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.

55.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$489K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$260

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
ASSOCIATED TRUST COMPANY, N.A.1+ years Service code 15 · EIN 30-0219031	Recordkeeping	$26,015

Plan features & details

Pension benefit codes2G2K2M2T3H2F

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$26K

$92 / participant

Investment mgmt$25K97.2%
Other / not subdivided$7202.8%

% of EOY assets

0.728%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SMITH & GESTELAND LLC
Auditor EIN: 390857178
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,709

$37,117-30.7%

$147,618-82.6%

$55,191-53.4%

Participation rate

36.6%

63.6%-27.0pp

84.6%-48.0pp

69.2%-32.5pp

Annual return

-2.24%

3.44%-5.7pp

61.98%-64.2pp

10.78%-13.0pp

Employer contribution / active EE

$691

$1,620-57.3%

$5,565-87.6%

$1,899-63.6%

Participant deferral / active EE

$1,064

$1,985-46.4%

$4,895-78.3%

$3,046-65.1%

Admin fee / account holder

$187

$86+118.7%

$11,612-98.4%

$91+106.2%

Provider

Service type

Compensation

ASSOCIATED TRUST COMPANY, N.A.1+ years

Service code 15 · EIN 30-0219031

Recordkeeping

$26,015

CATHOLIC CHARITIES, INC. DIOCESE OF MADISON RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CATHOLIC CHARITIES, INC. DIOCESE OF MADISON 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