Retirement plan

TALMUD TORAH OF ST. PAUL 403(B) PLAN

Name: TALMUD TORAH OF ST. PAUL - TALMUD TORAH OF ST. PAUL 403(B) PLAN (2017) Form 5500
Creator: TALMUD TORAH OF ST. PAUL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TALMUD TORAH OF ST. PAUL 403(B) PLAN, TALMUD TORAH OF ST. PAUL

TALMUD TORAH OF ST. PAULEIN 41-0694687Plan #001PY 2017

768 HAMLINE AVE S - SAINT PAUL, MN 551162224651-698-8807ttsp.orgLinkedIn1-10 employeeseducation management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+14.9% from 2016

Total participants

0.0% from 2016

Average account balance

$45,155

+14.9% from 2016

Annual return

12.44%

+7.17 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$274K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+8.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4811

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 codes2F2G2L2M2T

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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.

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

$14K

$800 / participant

Other / not subdivided$14K100.0%

% of EOY assets

1.076%

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

$45,155

$99,031-54.4%

$86,597-47.9%

$147,585-69.4%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

12.44%

1312.56%-1300.1pp

964.96%-952.5pp

578.57%-566.1pp

Employer contribution / active EE

$737

$3,132-76.5%

$2,840-74.1%

$4,876-84.9%

Participant deferral / active EE

$1,639

$3,972-58.7%

$3,609-54.6%

$5,439-69.9%

Admin fee / account holder

$486

$5,711-91.5%

$4,906-90.1%

$10,885-95.5%

TALMUD TORAH OF ST. PAUL 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TALMUD TORAH OF ST. PAUL 403(B) 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