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. UNDER THE PATRONAGE OF ST.THOMAS AQUIN - EMPLOYEE BENEFIT PLAN OF TRI CITIES PREP-A CATHOLIC H.S. UNDER THE PATRONAGE OF ST.THOMAS AQUIN (2018) 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 AQUIN, 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 2018

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

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$846K

+2.5% from 2017

Total participants

+6.7% from 2017

Average account balance

$17,997

-1.9% from 2017

Annual return

-7.04%

-20.29 pp from 2017

Benchmarks

See 3,833 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,833 peers

Snapshot2018

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 codes2F2T

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).
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

$20K

$475 / participant

Other / not subdivided$20K100.0%

% of EOY assets

2.416%

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

$17,997

$43,338-58.5%

$59,887-69.9%

$64,173-72.0%

Participation rate

97.7%

69.2%+28.5pp

74.7%+23.0pp

69.6%+28.1pp

Annual return

-7.04%

-1.55%-5.5pp

3.46%-10.5pp

7.63%-14.7pp

Employer contribution / active EE

$987

$2,030-51.4%

$2,722-63.7%

$2,381-58.5%

Participant deferral / active EE

$1,303

$2,547-48.8%

$3,402-61.7%

$3,470-62.4%

Admin fee / account holder

$435

$3,007-85.5%

$3,591-87.9%

$4,887-91.1%

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