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 (2019) 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 2019

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

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+27.5% from 2018

Total participants

0.0% from 2018

Average account balance

$22,463

+24.8% from 2018

Annual return

18.00%

+25.04 pp from 2018

Benchmarks

See 3,902 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,902 peers

Snapshot2019

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

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

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 codes2F2G2T3D

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

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

$780

$19 / participant

Other / not subdivided$780100.0%

% of EOY assets

0.072%

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

$22,463

$45,079-50.2%

$69,461-67.7%

$72,983-69.2%

Participation rate

100.0%

68.5%+31.5pp

74.6%+25.4pp

69.5%+30.5pp

Annual return

18.00%

22.65%-4.6pp

28.97%-11.0pp

81.01%-63.0pp

Employer contribution / active EE

$936

$2,055-54.5%

$2,779-66.3%

$2,440-61.7%

Participant deferral / active EE

$977

$2,603-62.5%

$3,536-72.4%

$3,608-72.9%

Admin fee / account holder

$16

$3,056-99.5%

$3,840-99.6%

$5,124-99.7%

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