Retirement plan

CATHOLIC CEMETERIES OF NORTHEAST KANSAS 401(K) PLAN AND TRUST

Name: CATHOLIC CEMETERIES OF NORTHEAST KANSAS - CATHOLIC CEMETERIES OF NORTHEAST KANSAS 401(K) PLAN AND TRUST (2022) Form 5500
Creator: CATHOLIC CEMETERIES OF NORTHEAST KANSAS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CATHOLIC CEMETERIES OF NORTHEAST KANSAS 401(K) PLAN AND TRUST, CATHOLIC CEMETERIES OF NORTHEAST KANSAS

CATHOLIC CEMETERIES OF NORTHEAST KANSASEIN 48-0547724Plan #005PY 2022

9290 BOND, SUITE 211 - OVERLAND PARK, KS 66214913-371-4040cathcemks.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$394K

-30.2% from 2021

Total participants

-18.4% from 2021

Average account balance

$16,407

-15.7% from 2021

Annual return

-12.73%

-19.09 pp from 2021

Benchmarks

See 9,360 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,360 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$596K

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

78.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$975

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 codes2E2F2G2J3D

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

$187K

$6438 / participant

Other / not subdivided$187K100.0%

% of EOY assets

47.414%

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

$16,407

$54,370-69.8%

$82,763-80.2%

$68,490-76.0%

Participation rate

75.9%

63.9%+11.9pp

72.6%+3.3pp

67.9%+8.0pp

Annual return

-12.73%

-13.67%+0.9pp

702.45%-715.2pp

-7.85%-4.9pp

Employer contribution / active EE

$994

$2,219-55.2%

$3,008-67.0%

$2,597-61.7%

Participant deferral / active EE

$1,782

$3,247-45.1%

$4,395-59.4%

$4,028-55.7%

Admin fee / account holder

$7,779

$4,398+76.9%

$5,325+46.1%

$5,403+44.0%

CATHOLIC CEMETERIES OF NORTHEAST KANSAS 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CATHOLIC CEMETERIES OF NORTHEAST KANSAS 401(K) PLAN AND TRUST

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