Retirement plan

ST. ANNE'S EPISCOPAL SCHOOL TAX DEFERRED ANNUITY PLAN

Name: ST. ANNE'S EPISCOPAL SCHOOL, INC. - ST. ANNE'S EPISCOPAL SCHOOL TAX DEFERRED ANNUITY PLAN (2016) 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 TAX DEFERRED ANNUITY PLAN, ST. ANNE'S EPISCOPAL SCHOOL, INC.

ST. ANNE'S EPISCOPAL SCHOOL, INC.EIN 84-6049400Plan #002PY 2016

2701 S YORK ST - DENVER, CO 802106032303-756-9481st-annes.orgLinkedIn51-200 employeeseducation management

Other plans on this EIN

1 filing

#001Retirement-$10.6M assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$3.4M

No prior year

Total participants

No prior year

Average account balance

$75,388

No prior year

Annual return

0.26%

No prior year

Benchmarks

See 3,682 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,682 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$87K

$1924 / participant

Other / not subdivided$87K100.0%

% of EOY assets

2.552%

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

$75,388

$39,132+92.7%

$57,196+31.8%

$62,881+19.9%

Participation rate

97.8%

70.5%+27.3pp

75.3%+22.4pp

69.3%+28.5pp

Annual return

0.26%

9.24%-9.0pp

14.59%-14.3pp

20.14%-19.9pp

Employer contribution / active EE

$1,874-100.0%

$2,683-100.0%

$2,281-100.0%

Participant deferral / active EE

$6,453

$2,374+171.8%

$3,096+108.4%

$3,203+101.5%

Admin fee / account holder

$1,924

$2,594-25.8%

$3,141-38.7%

$4,296-55.2%

ST. ANNE'S EPISCOPAL SCHOOL TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ST. ANNE'S EPISCOPAL SCHOOL TAX DEFERRED ANNUITY 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