Retirement plan

JESUIT HIGH SCHOOL OF SACRAMENTO EMPLOYEE RETIREMENT PLAN

Name: JESUIT HIGH SCHOOL OF SACRAMENTO - JESUIT HIGH SCHOOL OF SACRAMENTO EMPLOYEE RETIREMENT PLAN (2019) Form 5500
Creator: JESUIT HIGH SCHOOL OF SACRAMENTO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JESUIT HIGH SCHOOL OF SACRAMENTO EMPLOYEE RETIREMENT PLAN, JESUIT HIGH SCHOOL OF SACRAMENTO

JESUIT HIGH SCHOOL OF SACRAMENTOEIN 94-1525873Plan #002PY 2019

1200 JACOB LN - CARMICHAEL, CA 956086024916-480-2115LinkedIn51-200 employeesreligious institutions

Other plans on this EIN

1 filing

#001Retirement-$6.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$18.4M

+20.3% from 2018

Total participants

150

+8.7% from 2018

Average account balance

$125,145

+12.1% from 2018

Annual return

20.27%

+24.72 pp from 2018

Benchmarks

See 1,482 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants100-249

Cohort1,482 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$27.23M

Not enough data

1 years with asset history on file

Average account balance

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

$169K

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.

161

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.

99.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.66M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+12.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$369

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
GENOVESE BURFORD & BROTHERS3 years Filed as: GENOVESE BURFORD AND BROS Service code 26 · EIN 45-5146130	Advisory (Participants)	$63,522
AMERICAN UNITED LIFE INSURANCE CO5+ years Service code 15 · EIN 35-0145825	Recordkeeping	$8,196

Plan features & details

Pension benefit codes2F2G2L2S2T3D

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

$65K

$495 / participant

Contract admin$65K100.0%

% of EOY assets

0.353%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: LEE CPA AUDIT GROUP
Auditor EIN: 814637885
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$125,145

$60,795+105.8%

$69,483+80.1%

$65,186+92.0%

Participation rate

97.7%

74.9%+22.9pp

74.6%+23.1pp

70.2%+27.5pp

Annual return

20.27%

17.46%+2.8pp

28.99%-8.7pp

29.39%-9.1pp

Employer contribution / active EE

$6,372

$2,452+159.9%

$2,780+129.2%

$2,177+192.7%

Participant deferral / active EE

$6,216

$3,162+96.6%

$3,537+75.8%

$3,514+76.9%

Admin fee / account holder

$441

$314+40.7%

$3,841-88.5%

$847-47.9%

Provider

Service type

Compensation

GENOVESE BURFORD & BROTHERS3 years

Filed as: GENOVESE BURFORD AND BROS

Service code 26 · EIN 45-5146130

Advisory (Participants)

$63,522

AMERICAN UNITED LIFE INSURANCE CO5+ years

Service code 15 · EIN 35-0145825

Recordkeeping

$8,196

JESUIT HIGH SCHOOL OF SACRAMENTO EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JESUIT HIGH SCHOOL OF SACRAMENTO EMPLOYEE RETIREMENT 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