Retirement plan

ST. MARIA GORETTI PARISH RETIREMENT SAVINGS PLAN

Name: ST. MARIA GORETTI PARISH - ST. MARIA GORETTI PARISH RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: ST. MARIA GORETTI PARISH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ST. MARIA GORETTI PARISH RETIREMENT SAVINGS PLAN, ST. MARIA GORETTI PARISH

ST. MARIA GORETTI PARISHEIN 39-0969724Plan #001PY 2017

5313 FLAD AVE. - MADISON, WI 53705608-271-7421LinkedIn11-50 employeesreligious institutions

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.4M

+23.4% from 2016

Total participants

+5.0% from 2016

Average account balance

$42,815

+12.2% from 2016

Annual return

14.50%

+10.77 pp from 2016

Benchmarks

See 3,770 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,770 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.49M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

233.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$384

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 codes2G2J3D2E2F

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).
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.
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.
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

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

$44K

$911 / participant

Other / not subdivided$44K100.0%

% of EOY assets

1.857%

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

$42,815

$45,041-4.9%

$63,003-32.0%

$70,131-39.0%

Participation rate

83.3%

69.5%+13.8pp

74.8%+8.5pp

69.5%+13.8pp

Annual return

14.50%

18.76%-4.3pp

87.59%-73.1pp

73.14%-58.6pp

Employer contribution / active EE

$587

$2,052-71.4%

$2,760-78.7%

$2,342-74.9%

Participant deferral / active EE

$3,553

$2,465+44.1%

$3,329+6.7%

$3,332+6.6%

Admin fee / account holder

$795

$2,836-72.0%

$3,600-77.9%

$4,645-82.9%

ST. MARIA GORETTI PARISH RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ST. MARIA GORETTI PARISH RETIREMENT SAVINGS 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