Retirement plan

KNIGHTS OF COLUMBUS FAMILY LIFE BUREAU, INC. TAX-DEFERRED ANNUITY PLAN

Name: JOHN PAUL II SHRINE AND INSTITUTE, INC. - KNIGHTS OF COLUMBUS FAMILY LIFE BUREAU, INC. TAX-DEFERRED ANNUITY PLAN (2023) Form 5500
Creator: JOHN PAUL II SHRINE AND INSTITUTE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KNIGHTS OF COLUMBUS FAMILY LIFE BUREAU, INC. TAX-DEFERRED ANNUITY PLAN, JOHN PAUL II SHRINE AND INSTITUTE, INC.

JOHN PAUL II SHRINE AND INSTITUTE, INC.EIN 52-1547103Plan #002PY 2023

ONE COLUMBUS PLAZA - NEW HAVEN, CT 065103326203-752-4000

Other plans on this EIN

1 filing

#001Retirement-$1.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$775K

+32.5% from 2022

Total participants

-8.3% from 2022

Average account balance

$77,528

+45.8% from 2022

Annual return

24.63%

+43.88 pp from 2022

Benchmarks

See 7,502 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort7,502 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.12M

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+17.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$66

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

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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 codes2F2G2L2M2T3D

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.
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.
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

$13K

$1268 / participant

Other / not subdivided$13K100.0%

% of EOY assets

1.635%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$77,528

$69,207+12.0%

$64,056+21.0%

$139,434-44.4%

Participation rate

90.0%

75.6%+14.4pp

72.3%+17.7pp

80.3%+9.7pp

Annual return

24.63%

45.88%-21.3pp

33.69%-9.1pp

372.94%-348.3pp

Employer contribution / active EE

$3,182-100.0%

$2,747-100.0%

$4,751-100.0%

Participant deferral / active EE

$5,892

$4,682+25.9%

$3,880+51.9%

$6,710-12.2%

Admin fee / account holder

$1,268

$4,244-70.1%

$3,068-58.7%

$11,403-88.9%

KNIGHTS OF COLUMBUS FAMILY LIFE BUREAU, INC. TAX-DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KNIGHTS OF COLUMBUS FAMILY LIFE BUREAU, INC. TAX-DEFERRED ANNUITY 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