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 (2022) 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 2022

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

-11.4% from 2021

Total participants

+7.5% from 2021

Average account balance

$25,680

-11.4% from 2021

Annual return

-15.47%

-29.54 pp from 2021

Benchmarks

See 4,253 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort4,253 peers

Snapshot2022

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 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

$30K

$721 / participant

Other / not subdivided$30K100.0%

% of EOY assets

2.267%

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

$25,680

$42,917-40.2%

$60,899-57.8%

$68,495-62.5%

Participation rate

88.1%

66.8%+21.3pp

73.1%+15.0pp

67.9%+20.2pp

Annual return

-15.47%

-13.99%-1.5pp

16.92%-32.4pp

-7.84%-7.6pp

Employer contribution / active EE

$1,194

$1,979-39.7%

$2,702-55.8%

$2,596-54.0%

Participant deferral / active EE

$978

$2,867-65.9%

$3,817-74.4%

$4,028-75.7%

Admin fee / account holder

$582

$3,102-81.2%

$3,225-82.0%

$5,403-89.2%

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