Retirement plan

SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES 403(B) PLAN

Name: SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES - SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES 403(B) PLAN (2016) Form 5500
Creator: SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES 403(B) PLAN, SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES

SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELESEIN 95-1644622Plan #001PY 2016

210 N. AVENUE 21 - LOS ANGELES, CA 90031323-224-6280LinkedIn51-200 employeesnon-profit organization management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.7M

+10.5% from 2015

Total participants

174

+1.2% from 2015

Average account balance

$18,868

+15.9% from 2015

Annual return

4.01%

+3.81 pp from 2015

Benchmarks

See 1,686 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,686 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.68M

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

178

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.

82.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$322K

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

+16.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$185

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 3 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576	Claims processing; Custodial (securit...	$19,762
INDEPENDENT FINANCIAL GROUP LLC2+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 70 · EIN 71-0927304	Consulting Fees	$8,148
RELIANCE TRUST COMPANY2+ years Filed as: RELIANCE Service code 19 · EIN 25-1833406	Securities Custodian	$561

Plan features & details

Pension benefit codes2F2G2L2M2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$30K

$199 / participant

Contract admin$30K100.0%

% of EOY assets

1.106%

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: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,868

$43,423-56.5%

$78,676-76.0%

$55,167-65.8%

Participation rate

79.3%

68.0%+11.3pp

73.6%+5.8pp

69.0%+10.3pp

Annual return

4.01%

11.53%-7.5pp

62.19%-58.2pp

169.23%-165.2pp

Employer contribution / active EE

$1,118

$1,997-44.0%

$2,850-60.8%

$1,963-43.1%

Participant deferral / active EE

$1,590

$2,509-36.6%

$3,517-54.8%

$3,054-47.9%

Admin fee / account holder

$209

$416-49.8%

$4,510-95.4%

$504-58.6%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP2+ years

Service code 12 · EIN 93-1253576

Claims processing; Custodial (securit...

$19,762

INDEPENDENT FINANCIAL GROUP LLC2+ years

Filed as: INDEPENDENT FINANCIAL GROUP, LLC

Service code 70 · EIN 71-0927304

Consulting Fees

$8,148

RELIANCE TRUST COMPANY2+ years

Filed as: RELIANCE

Service code 19 · EIN 25-1833406

Securities Custodian

$561

SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES 403(B) 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