Retirement plan

ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIRMENT PLAN

Name: ST. ANNE'S EPISCOPAL SCHOOL, INC. - ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIRMENT PLAN (2017) Form 5500
Creator: ST. ANNE'S EPISCOPAL SCHOOL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIRMENT PLAN, ST. ANNE'S EPISCOPAL SCHOOL, INC.

ST. ANNE'S EPISCOPAL SCHOOL, INC.EIN 84-6049400Plan #001PY 2017

2071 SOUTH YORK STREET - DENVER, CO 80210303-756-9481st-annes.orgLinkedIn51-200 employeeseducation management

Other plans on this EIN

1 filing

#002Retirement-$3.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$12.6M

+18.5% from 2016

Total participants

+4.9% from 2016

Average account balance

$148,135

+7.3% from 2016

Annual return

16.13%

+15.76 pp from 2016

Benchmarks

See 3,770 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,770 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.27M

Not enough data

1 years with asset history on file

Average account balance

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

$131K

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.

162

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.

97.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.17M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+9.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$354

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

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 codes2L2G2R2T2F

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

1 tripped

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

$595K

$7435 / participant

Other / not subdivided$595K100.0%

% of EOY assets

4.724%

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

$148,135

$45,041+228.9%

$63,003+135.1%

$70,131+111.2%

Participation rate

100.0%

69.5%+30.5pp

74.8%+25.2pp

69.5%+30.5pp

Annual return

16.13%

18.76%-2.6pp

87.59%-71.5pp

73.14%-57.0pp

Employer contribution / active EE

$4,891

$2,052+138.3%

$2,760+77.2%

$2,342+108.8%

Participant deferral / active EE

$5,389

$2,465+118.6%

$3,329+61.9%

$3,332+61.7%

Admin fee / account holder

$6,997

$2,836+146.8%

$3,600+94.4%

$4,645+50.6%

ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIRMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIRMENT 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