Retirement plan

EMPLOYEE BENEFIT PLAN OF TRI CITIES PREP-A CATHOLIC H.S. UNDER THE PATRONAGE OF ST.THOMAS AQUINAS

Name: TRI CITIES PREP-A CATHOLIC H.S UNDER THE PATRONAGE OF ST. THOMAS AQUIN - EMPLOYEE BENEFIT PLAN OF TRI CITIES PREP-A CATHOLIC H.S. UNDER THE PATRONAGE OF ST.THOMAS AQUINAS (2024) Form 5500
Creator: TRI CITIES PREP-A CATHOLIC H.S UNDER THE PATRONAGE OF ST. THOMAS AQUIN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF TRI CITIES PREP-A CATHOLIC H.S. UNDER THE PATRONAGE OF ST.THOMAS AQUINAS, TRI CITIES PREP-A CATHOLIC H.S UNDER THE PATRONAGE OF ST. THOMAS AQUIN

TRI CITIES PREP-A CATHOLIC H.S UNDER THE PATRONAGE OF ST. THOMAS AQUINEIN 91-1643930Plan #001PY 2024

9612 SAINT THOMAS DR - PASCO, WA 993019172509-546-2465LinkedIn51-200 employeese-learning

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+15.3% from 2023

Total participants

0.0% from 2023

Average account balance

$28,528

+5.7% from 2023

Annual return

11.30%

-2.25 pp from 2023

Benchmarks

See 4,475 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort4,475 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.71M

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

130.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$101K

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

+11.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$713

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 codes2F3D2G2T

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.
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.
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

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

$43K

$930 / participant

Other / not subdivided$43K100.0%

% of EOY assets

2.499%

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

$28,528

$48,314-41.0%

$67,561-57.8%

$80,925-64.7%

Participation rate

97.8%

66.4%+31.4pp

72.9%+24.9pp

67.7%+30.2pp

Annual return

11.30%

18.28%-7.0pp

3525.44%-3514.1pp

35.65%-24.3pp

Employer contribution / active EE

$1,366

$2,022-32.5%

$2,735-50.1%

$2,756-50.5%

Participant deferral / active EE

$828

$2,927-71.7%

$4,003-79.3%

$4,299-80.7%

Admin fee / account holder

$713

$3,690-80.7%

$4,006-82.2%

$6,940-89.7%

EMPLOYEE BENEFIT PLAN OF TRI CITIES PREP-A CATHOLIC H.S. UNDER THE PATRONAGE OF ST.THOMAS AQUINAS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF TRI CITIES PREP-A CATHOLIC H.S. UNDER THE PATRONAGE OF ST.THOMAS AQUINAS

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