Retirement plan

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

Name: TRI CITIES PREP-A CATHOLIC H.S. UND ER THE PATRONAGE OF ST.THOMAS AQUI - EMPLOYEE BENEFIT PLAN OF TRI CITIES PREP-A CATHOLI CATHOLIC H. S. UNDER THE PATRONAGE OF ST. THOMAS AQUINAS (2015) Form 5500
Creator: TRI CITIES PREP-A CATHOLIC H.S. UND ER THE PATRONAGE OF ST.THOMAS AQUI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF TRI CITIES PREP-A CATHOLI CATHOLIC H. S. UNDER THE PATRONAGE OF ST. THOMAS AQUINAS, TRI CITIES PREP-A CATHOLIC H.S. UND ER THE PATRONAGE OF ST.THOMAS AQUI

TRI CITIES PREP-A CATHOLIC H.S. UND ER THE PATRONAGE OF ST.THOMAS AQUIEIN 91-1643930Plan #001PY 2015

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

Prospect flagsLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$556K

No prior year

Total participants

No prior year

Average account balance

$10,897

No prior year

Annual return

-1.43%

No prior year

Benchmarks

See 2,453 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort2,453 peers

Snapshot2015

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 codes2E

Plan features

2E
Profit-sharing
Profit-sharing plan.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$2K

$37 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.308%

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

$10,897

$40,275-72.9%

$57,356-81.0%

$59,633-81.7%

Participation rate

100.0%

69.1%+30.9pp

75.1%+24.9pp

68.7%+31.3pp

Annual return

-1.43%

27.52%-29.0pp

24.41%-25.8pp

2041.45%-2042.9pp

Employer contribution / active EE

$861

$1,921-55.2%

$2,689-68.0%

$2,203-60.9%

Participant deferral / active EE

$578

$2,400-75.9%

$3,162-81.7%

$3,192-81.9%

Admin fee / account holder

$34

$2,820-98.8%

$3,357-99.0%

$4,297-99.2%

EMPLOYEE BENEFIT PLAN OF TRI CITIES PREP-A CATHOLI 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 CATHOLI 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