Retirement plan

NAZARETH ACADEMY PROFIT SHARING PLAN

Name: NAZARETH ACADEMY - NAZARETH ACADEMY PROFIT SHARING PLAN (2017) Form 5500
Creator: NAZARETH ACADEMY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NAZARETH ACADEMY PROFIT SHARING PLAN, NAZARETH ACADEMY

NAZARETH ACADEMYEIN 74-1549459Plan #001PY 2017

206 WEST CONVENT STREET - VICTORIA, TX 77901361-485-2044nazarethacademy.orgLinkedIn1-10 employees

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$676K

+16.2% from 2016

Total participants

+9.5% from 2016

Average account balance

$14,692

+6.1% from 2016

Annual return

9.99%

+10.97 pp from 2016

Benchmarks

See 3,768 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,768 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.10M

Not enough data

1 years with asset history on file

Average account balance

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

$16K

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.

144.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$99K

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

+8.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$745

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$131 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.483%

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

$14,692

$45,050-67.4%

$63,018-76.7%

$70,126-79.0%

Participation rate

100.0%

69.5%+30.5pp

74.8%+25.2pp

69.5%+30.5pp

Annual return

9.99%

18.76%-8.8pp

87.62%-77.6pp

73.15%-63.2pp

Employer contribution / active EE

$791

$2,052-61.5%

$2,761-71.4%

$2,343-66.2%

Participant deferral / active EE

$791

$2,466-67.9%

$3,330-76.2%

$3,332-76.3%

Admin fee / account holder

$71

$2,834-97.5%

$3,601-98.0%

$4,645-98.5%

NAZARETH ACADEMY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NAZARETH ACADEMY PROFIT SHARING 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