Retirement plan

NAZARETH ACADEMY PROFIT SHARING PLAN

Name: NAZARETH ACADEMY - NAZARETH ACADEMY PROFIT SHARING PLAN (2018) 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 2018

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

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$761K

+12.6% from 2017

Total participants

+2.2% from 2017

Average account balance

$16,198

+10.2% from 2017

Annual return

7.16%

-2.82 pp from 2017

Benchmarks

See 3,833 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,833 peers

Snapshot2018

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

1 tripped

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

$14K

$443 / participant

Other / not subdivided$14K100.0%

% of EOY assets

1.805%

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

$16,198

$43,338-62.6%

$59,887-73.0%

$64,173-74.8%

Participation rate

100.0%

69.2%+30.8pp

74.7%+25.3pp

69.6%+30.4pp

Annual return

7.16%

-1.55%+8.7pp

3.46%+3.7pp

7.63%-0.5pp

Employer contribution / active EE

$721

$2,030-64.5%

$2,722-73.5%

$2,381-69.7%

Participant deferral / active EE

$918

$2,547-64.0%

$3,402-73.0%

$3,470-73.5%

Admin fee / account holder

$292

$3,007-90.3%

$3,591-91.9%

$4,887-94.0%

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