Retirement plan

JESUIT SECONDARY EDUCATION ASS 401 K PROFIT SHARING PLAN TRUST

Name: JESUIT SECONDARY EDUCATION ASS - JESUIT SECONDARY EDUCATION ASS 401 K PROFIT SHARING PLAN TRUST (2015) Form 5500
Creator: JESUIT SECONDARY EDUCATION ASS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JESUIT SECONDARY EDUCATION ASS 401 K PROFIT SHARING PLAN TRUST, JESUIT SECONDARY EDUCATION ASS

JESUIT SECONDARY EDUCATION ASSEIN 52-0902780Plan #001PY 2015

1016 16TH STREET NW 4TH FLOOR - WASHINGTON, DC 20036202-629-5912jesuitschoolsnetwork.orgLinkedIn1-10 employeeseducation management

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$91K

No prior year

Total participants

No prior year

Average account balance

$15,194

No prior year

Annual return

-3.55%

No prior year

Benchmarks

See 26,342 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,342 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$665K

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$80K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+7.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$658

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 codes2E2F2G2J2T3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$15,194

$84,697-82.1%

$73,845-79.4%

$125,393-87.9%

Participation rate

60.0%

76.8%-16.8pp

73.4%-13.4pp

83.2%-23.2pp

Annual return

-3.55%

3123.66%-3127.2pp

2267.91%-2271.5pp

282.23%-285.8pp

Employer contribution / active EE

$4,083

$3,123+30.7%

$2,788+46.5%

$4,866-16.1%

Participant deferral / active EE

$1,447

$3,993-63.8%

$3,583-59.6%

$5,351-73.0%

Admin fee / account holder

$5,692-100.0%

$4,881-100.0%

$9,541-100.0%

JESUIT SECONDARY EDUCATION ASS 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JESUIT SECONDARY EDUCATION ASS 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion