Retirement plan

EMPLOYEE BENEFIT PLAN OF ST. LOUIS SOCIETY FOR THE BLIND

Name: ST. LOUIS SOCIETY FOR THE BLIND - EMPLOYEE BENEFIT PLAN OF ST. LOUIS SOCIETY FOR THE BLIND (2019) Form 5500
Creator: ST. LOUIS SOCIETY FOR THE BLIND
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF ST. LOUIS SOCIETY FOR THE BLIND, ST. LOUIS SOCIETY FOR THE BLIND

ST. LOUIS SOCIETY FOR THE BLINDEIN 43-0666768Plan #001PY 2019

8770 MANCHESTER RD - SAINT LOUIS, MO 631442724314-968-9000

Other plans on this EIN

1 filing

#002Retirement-$1.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$839K

-7.2% from 2018

Total participants

0.0% from 2018

Average account balance

$38,158

-3.0% from 2018

Annual return

15.10%

+21.61 pp from 2018

Benchmarks

See 104,312 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,312 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$388K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

164.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

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

+13.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2877

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 codes2F2G2T3D

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.
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

$243K

$15212 / participant

Other / not subdivided$243K100.0%

% of EOY assets

28.993%

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

$38,158

$202,345-81.1%

$172,755-77.9%

$152,885-75.0%

Participation rate

93.8%

87.1%+6.7pp

82.6%+11.1pp

82.5%+11.3pp

Annual return

15.10%

1029.77%-1014.7pp

802.94%-787.8pp

345.39%-330.3pp

Employer contribution / active EE

$2,616

$5,858-55.3%

$5,144-49.1%

$4,763-45.1%

Participant deferral / active EE

$5,948-100.0%

$5,198-100.0%

$5,851-100.0%

Admin fee / account holder

$11,063

$17,111-35.3%

$13,955-20.7%

$11,598-4.6%

EMPLOYEE BENEFIT PLAN OF ST. LOUIS SOCIETY FOR THE BLIND

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF ST. LOUIS SOCIETY FOR THE BLIND

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