Retirement plan

EMPLOYEE BENEFIT PLAN OF DOMINICAN HIGH SCHOOL CORPORATION

Name: DOMINICAN HIGH SCHOOL CORPORATION - EMPLOYEE BENEFIT PLAN OF DOMINICAN HIGH SCHOOL CORPORATION (2020) Form 5500
Creator: DOMINICAN HIGH SCHOOL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF DOMINICAN HIGH SCHOOL CORPORATION, DOMINICAN HIGH SCHOOL CORPORATION

DOMINICAN HIGH SCHOOL CORPORATIONEIN 39-0914630Plan #001PY 2020

120 E SILVER SPRING DR - WHITEFISH BAY, WI 532174701414-332-1170dominicanhighschool.comLinkedIn51-200 employeesprimary/secondary education

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.5M

+4.2% from 2019

Total participants

-3.3% from 2019

Average account balance

$43,259

+7.8% from 2019

Annual return

9.04%

+3.22 pp from 2019

Benchmarks

See 8,767 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,767 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.36M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

72.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$239K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2164

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 codes2F2G2T

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.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$298K

$6086 / participant

Other / not subdivided$298K100.0%

% of EOY assets

11.885%

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

$43,259

$60,139-28.1%

$90,461-52.2%

$79,856-45.8%

Participation rate

100.0%

65.0%+35.0pp

72.7%+27.3pp

69.6%+30.4pp

Annual return

9.04%

71.96%-62.9pp

1294.76%-1285.7pp

31.71%-22.7pp

Employer contribution / active EE

$408

$2,069-80.3%

$3,264-87.5%

$2,471-83.5%

Participant deferral / active EE

$2,996

$2,939+1.9%

$3,964-24.4%

$3,741-19.9%

Admin fee / account holder

$5,142

$3,978+29.2%

$5,617-8.5%

$5,306-3.1%

EMPLOYEE BENEFIT PLAN OF DOMINICAN HIGH SCHOOL CORPORATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF DOMINICAN HIGH SCHOOL CORPORATION

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