Retirement plan

SINAI MEMORIAL CHAPEL EMPLOYEE PENSION PLAN

Name: CHEVRA KADISHA - SINAI MEMORIAL CHAPEL - SINAI MEMORIAL CHAPEL EMPLOYEE PENSION PLAN (2023) Form 5500
Creator: CHEVRA KADISHA - SINAI MEMORIAL CHAPEL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SINAI MEMORIAL CHAPEL EMPLOYEE PENSION PLAN, CHEVRA KADISHA - SINAI MEMORIAL CHAPEL

CHEVRA KADISHA - SINAI MEMORIAL CHAPELEIN 94-1156856Plan #002PY 2023

1501 DIVISADERO STREET - SAN FRANCISCO, CA 941153425415-921-3636

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.3M

+30.4% from 2022

Total participants

-2.8% from 2022

Average account balance

$92,879

+30.4% from 2022

Annual return

37.54%

+67.97 pp from 2022

Benchmarks

See 41,808 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,808 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.07M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

130.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$148K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+6.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25465

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 codes2C3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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

$343K

$16324 / participant

Other / not subdivided$343K100.0%

% of EOY assets

10.545%

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

$92,879

$96,678-3.9%

$86,640+7.2%

$139,466-33.4%

Participation rate

100.0%

74.4%+25.6pp

71.7%+28.3pp

80.3%+19.7pp

Annual return

37.54%

106.69%-69.1pp

592.52%-555.0pp

373.66%-336.1pp

Employer contribution / active EE

$6,626

$3,265+102.9%

$3,024+119.1%

$4,754+39.4%

Participant deferral / active EE

$4,837-100.0%

$4,438-100.0%

$6,712-100.0%

Admin fee / account holder

$9,794

$6,410+52.8%

$5,616+74.4%

$11,409-14.2%

SINAI MEMORIAL CHAPEL EMPLOYEE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SINAI MEMORIAL CHAPEL EMPLOYEE PENSION PLAN

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