Retirement plan

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

Name: TRI CITIES PREP-A CATHOLIC H.S. UND ER THE PATRONAGE OF ST.THOMAS AQUI - EMPLOYEE BENEFIT PLAN OF TRI CITIES PREP-A CATHOLIC H. S. UNDER THE PATRONAGE OF ST. THOMAS AQUIN (2016) 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 CATHOLIC H. S. UNDER THE PATRONAGE OF ST. THOMAS AQUIN, 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 2016

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)

$673K

No prior year

Total participants

No prior year

Average account balance

$12,690

No prior year

Annual return

8.77%

No prior year

Benchmarks

See 3,685 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,685 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$1.98M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

122.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$139K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1608

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2T

Plan features

2E
Profit-sharing
Profit-sharing 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

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

$404

$8 / participant

Other / not subdivided$404100.0%

% of EOY assets

0.060%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$12,690

$39,122-67.6%

$57,179-77.8%

$62,891-79.8%

Participation rate

100.0%

70.5%+29.5pp

75.3%+24.7pp

69.3%+30.7pp

Annual return

8.77%

9.23%-0.5pp

14.59%-5.8pp

20.14%-11.4pp

Employer contribution / active EE

$861

$1,874-54.1%

$2,682-67.9%

$2,281-62.3%

Participant deferral / active EE

$558

$2,374-76.5%

$3,096-82.0%

$3,203-82.6%

Admin fee / account holder

$2,592-99.7%

$3,139-99.8%

$4,296-99.8%

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

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 AQUIN

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