Retirement plan

THE CATHEDRAL FOUNDATION OF JACKSONVILLE, INC. RETIREMENT PLAN

Name: THE CATHEDRAL FOUNDATION OF JACKSONVILLE, INC. - THE CATHEDRAL FOUNDATION OF JACKSONVILLE, INC. RETIREMENT PLAN (2015) Form 5500
Creator: THE CATHEDRAL FOUNDATION OF JACKSONVILLE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CATHEDRAL FOUNDATION OF JACKSONVILLE, INC. RETIREMENT PLAN, THE CATHEDRAL FOUNDATION OF JACKSONVILLE, INC.

THE CATHEDRAL FOUNDATION OF JACKSONVILLE, INC.EIN 59-6161532Plan #001PY 2015

4250 LAKESIDE DR - JACKSONVILLE, FL 322103358904-807-1300

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$5.6M

No prior year

Total participants

365

No prior year

Average account balance

$16,463

No prior year

Annual return

-1.28%

No prior year

Benchmarks

See 1,412 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,412 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.61M

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

116

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.

93.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$357K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+8.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$215

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN Service code 19 · EIN 13-4064930 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105	Securities Custodian	$0

Plan features & details

Pension benefit codes2E3H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$40K

$191 / participant

Investment mgmt$40K100.0%

% of EOY assets

0.716%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WATKINS, WARD AND STAFFORD, PLLC
Auditor EIN: 640394922
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,463

$41,854-60.7%

$73,836-77.7%

$52,331-68.5%

Participation rate

87.6%

66.2%+21.3pp

73.4%+14.1pp

68.1%+19.5pp

Annual return

-1.28%

2.11%-3.4pp

2268.06%-2269.3pp

4.54%-5.8pp

Employer contribution / active EE

$592

$1,920-69.2%

$2,787-78.8%

$1,882-68.5%

Participant deferral / active EE

$721

$2,498-71.1%

$3,583-79.9%

$3,022-76.1%

Admin fee / account holder

$118

$493-76.1%

$4,882-97.6%

$592-80.1%

Provider

Service type

Compensation

AB FUNDS1+ years

Filed as: ALLIANCE BERNSTEIN

Service code 19 · EIN 13-4064930

1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105

Securities Custodian

THE CATHEDRAL FOUNDATION OF JACKSONVILLE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CATHEDRAL FOUNDATION OF JACKSONVILLE, INC. 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