Retirement plan

SCOTTISH RITE CATHEDRAL ASSOCIATION 401K RETIREMENT PLAN

Name: SCOTTISH RITE CATHEDRAL ASSOCIATION - SCOTTISH RITE CATHEDRAL ASSOCIATION 401K RETIREMENT PLAN (2017) Form 5500
Creator: SCOTTISH RITE CATHEDRAL ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCOTTISH RITE CATHEDRAL ASSOCIATION 401K RETIREMENT PLAN, SCOTTISH RITE CATHEDRAL ASSOCIATION

SCOTTISH RITE CATHEDRAL ASSOCIATIONEIN 47-0091443Plan #001PY 2017

202 SOUTH 20TH STREET - OMAHA, NE 68102402-342-1300

Prospect flagsHigh retiree %

How to read this page

Total assets (EOY)

$320K

+31.5% from 2016

Total participants

+25.0% from 2016

Average account balance

No prior year

Annual return

15.86%

+18.97 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$834K

Not enough data

1 years with asset history on file

Average account balance

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

$119K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$47K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.28%

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

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$83

$28 / participant

Other / not subdivided$83100.0%

% of EOY assets

0.026%

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

$99,009-100.0%

$86,581-100.0%

$147,585-100.0%

Participation rate

0.0%

76.3%-76.3pp

73.5%-73.5pp

82.8%-82.8pp

Annual return

15.86%

1312.70%-1296.8pp

965.06%-949.2pp

578.58%-562.7pp

Employer contribution / active EE

$7,392

$3,132+136.0%

$2,840+160.3%

$4,876+51.6%

Participant deferral / active EE

$5,276

$3,972+32.8%

$3,609+46.2%

$5,439-3.0%

Admin fee / account holder

$5,709-100.0%

$4,904-100.0%

$10,886-100.0%

SCOTTISH RITE CATHEDRAL ASSOCIATION 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCOTTISH RITE CATHEDRAL ASSOCIATION 401K RETIREMENT 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