Retirement plan

ST. MARIA GORETTI PARISH RETIREMENT SAVINGS PLAN

Name: ST. MARIA GORETTI PARISH - ST. MARIA GORETTI PARISH RETIREMENT SAVINGS PLAN (2018) 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 2018

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.4M

+1.8% from 2017

Total participants

-4.8% from 2017

Average account balance

$44,404

+3.7% from 2017

Annual return

12.14%

-2.36 pp from 2017

Benchmarks

See 3,835 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,835 peers

Snapshot2018

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

$446K

$10146 / participant

Other / not subdivided$446K100.0%

% of EOY assets

18.619%

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

$44,404

$43,333+2.5%

$59,883-25.8%

$64,186-30.8%

Participation rate

86.4%

69.2%+17.2pp

74.7%+11.7pp

69.6%+16.8pp

Annual return

12.14%

-1.55%+13.7pp

3.46%+8.7pp

7.63%+4.5pp

Employer contribution / active EE

$617

$2,029-69.6%

$2,722-77.3%

$2,381-74.1%

Participant deferral / active EE

$3,593

$2,547+41.1%

$3,402+5.6%

$3,470+3.5%

Admin fee / account holder

$8,268

$3,006+175.0%

$3,591+130.2%

$4,888+69.1%

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