Retirement plan

403(B) THRIFT PLAN OF CATHOLIC CHARITIES OF THE TEXAS PANHANDLE

Name: CATHOLIC CHARITIES OF THE TEXAS PAN HANDLE - 403(B) THRIFT PLAN OF CATHOLIC CHARITIES OF THE TEXAS PANHANDLE (2016) Form 5500
Creator: CATHOLIC CHARITIES OF THE TEXAS PAN HANDLE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF CATHOLIC CHARITIES OF THE TEXAS PANHANDLE, CATHOLIC CHARITIES OF THE TEXAS PAN HANDLE

CATHOLIC CHARITIES OF THE TEXAS PAN HANDLEEIN 75-0818147Plan #002PY 2016

PO BOX 15127 - AMARILLO, TX 79105806-376-4571

Prospect flagsLow participationLow assets / participant

How to read this page

Total assets (EOY)

$346K

+19.7% from 2015

Total participants

+35.6% from 2015

Average account balance

$9,345

+45.6% from 2015

Annual return

5.30%

+5.64 pp from 2015

Benchmarks

See 7,815 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,815 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$679K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

69.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$813

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

+8.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$333

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 codes2L2F2G2T

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.
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.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$9K

$297 / participant

Other / not subdivided$9K100.0%

% of EOY assets

2.660%

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

$9,345

$48,078-80.6%

$78,676-88.1%

$62,881-85.1%

Participation rate

22.6%

65.2%-42.6pp

73.6%-51.0pp

69.3%-46.7pp

Annual return

5.30%

31.36%-26.1pp

62.19%-56.9pp

20.14%-14.8pp

Employer contribution / active EE

$451

$2,015-77.6%

$2,850-84.2%

$2,281-80.2%

Participant deferral / active EE

$1,172

$2,587-54.7%

$3,517-66.7%

$3,203-63.4%

Admin fee / account holder

$249

$3,206-92.2%

$4,510-94.5%

$4,296-94.2%

403(B) THRIFT PLAN OF CATHOLIC CHARITIES OF THE TEXAS PANHANDLE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF CATHOLIC CHARITIES OF THE TEXAS PANHANDLE

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