Retirement plan

DEPAUL COLLEGE PREP 403(B) DC PLAN

Name: DEPAUL COLLEGE PREP - DEPAUL COLLEGE PREP 403(B) DC PLAN (2024) Form 5500
Creator: DEPAUL COLLEGE PREP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEPAUL COLLEGE PREP 403(B) DC PLAN, DEPAUL COLLEGE PREP

DEPAUL COLLEGE PREPEIN 46-3492520Plan #010PY 2024

3333 N ROCKWELL ST - CHICAGO, IL 606185932773-539-3600depaulprep.orgLinkedIn51-200 employeesprimary/secondary education

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.9M

+12.7% from 2023

Total participants

190

+33.8% from 2023

Average account balance

$32,755

-14.1% from 2023

Annual return

11.65%

-2.68 pp from 2023

Benchmarks

See 1,577 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants100-249

Cohort1,577 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.93M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

181

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.

92.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$689K

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

+11.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 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 codes2L2E2J3D2M

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$329

$3 / participant

Contract admin$329100.0%

% of EOY assets

0.006%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: OSTROW REISIN BERK & ABRAMS LTD.
Auditor EIN: 362938874
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,755

$69,774-53.1%

$67,561-51.5%

$74,429-56.0%

Participation rate

92.1%

71.4%+20.7pp

72.9%+19.2pp

67.2%+24.9pp

Annual return

11.65%

-40.53%+52.2pp

3525.44%-3513.8pp

1368.38%-1356.7pp

Employer contribution / active EE

$2,661

$2,710-1.8%

$2,735-2.7%

$2,625+1.4%

Participant deferral / active EE

$3,381

$3,636-7.0%

$4,003-15.5%

$4,348-22.3%

Admin fee / account holder

$890-99.8%

$4,006-100.0%

$1,944-99.9%

DEPAUL COLLEGE PREP 403(B) DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEPAUL COLLEGE PREP 403(B) DC 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