Retirement plan

SAINT ANNE'S TERRACE, INC. 403(B) RETIREMENT PLAN

Name: SAINT ANNE'S TERRACE, INC. - SAINT ANNE'S TERRACE, INC. 403(B) RETIREMENT PLAN (2017) Form 5500
Creator: SAINT ANNE'S TERRACE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAINT ANNE'S TERRACE, INC. 403(B) RETIREMENT PLAN, SAINT ANNE'S TERRACE, INC.

SAINT ANNE'S TERRACE, INC.EIN 58-1515205Plan #001PY 2017

3100 NORTHSIDE PARKWAY NW - ATLANTA, GA 30327404-238-9200saintannesterrace.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$382K

+48.6% from 2016

Total participants

0.0% from 2016

Average account balance

$21,232

+56.8% from 2016

Annual return

18.33%

+8.21 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$975K

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

44.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+16.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$398

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 codes2L2F2G2M2T

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.

Opportunity flags

2 tripped

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

$15K

$268 / participant

Other / not subdivided$15K100.0%

% of EOY assets

3.851%

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

$21,232

$84,236-74.8%

$170,435-87.5%

$70,126-69.7%

Participation rate

27.3%

70.8%-43.6pp

83.6%-56.3pp

69.5%-42.3pp

Annual return

18.33%

23.06%-4.7pp

205.94%-187.6pp

73.15%-54.8pp

Employer contribution / active EE

$520

$3,387-84.6%

$5,432-90.4%

$2,343-77.8%

Participant deferral / active EE

$1,138

$3,086-63.1%

$4,939-77.0%

$3,332-65.8%

Admin fee / account holder

$818

$5,698-85.7%

$13,881-94.1%

$4,645-82.4%

SAINT ANNE'S TERRACE, INC. 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAINT ANNE'S TERRACE, INC. 403(B) 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