Retirement plan

CROUSE COMMUNITY CENTER EMPLOYEE RETIREMENT TSA PLAN

Name: CROUSE COMMUNITY CENTER, INC. - CROUSE COMMUNITY CENTER EMPLOYEE RETIREMENT TSA PLAN (2017) Form 5500
Creator: CROUSE COMMUNITY CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CROUSE COMMUNITY CENTER EMPLOYEE RETIREMENT TSA PLAN, CROUSE COMMUNITY CENTER, INC.

CROUSE COMMUNITY CENTER, INC.EIN 16-1358551Plan #002PY 2017

101 SOUTH STREET - MORRISVILLE, NY 13408315-684-9595crousecommunity.comLinkedIn201-500 employeeshospital & health care

Other plans on this EIN

1 filing

#001Retirement-$2.4M assets

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$3.9M

+23.7% from 2016

Total participants

321

+3.2% from 2016

Average account balance

$18,474

+16.0% from 2016

Annual return

16.31%

+8.38 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.45M

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

294

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.

40.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$346K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+12.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$69

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$24,103
RAYMOND JAMES FINANCIAL SERVICES3+ years Service code 33 PO BOX 14527 · ST PETERSBURG, FL 337334527	Securities brokerage; Participant com...	$0

Plan features & details

Pension benefit codes2A2F2G2M

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$26K

$112 / participant

Contract admin$24K94.4%
Other / not subdivided$1K5.6%

% of EOY assets

0.661%

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: BONADIO & CO., LLP
Auditor EIN: 161131146
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,474

$55,453-66.7%

$170,435-89.2%

$62,293-70.3%

Participation rate

50.9%

66.4%-15.5pp

83.6%-32.7pp

69.5%-18.6pp

Annual return

16.31%

21.38%-5.1pp

205.94%-189.6pp

28.90%-12.6pp

Employer contribution / active EE

$141

$2,164-93.5%

$5,432-97.4%

$2,042-93.1%

Participant deferral / active EE

$1,128

$2,303-51.0%

$4,939-77.2%

$3,169-64.4%

Admin fee / account holder

$122

$455-73.1%

$13,881-99.1%

$479-74.5%

Provider

Service type

Compensation

NATIONWIDE3+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$24,103

RAYMOND JAMES FINANCIAL SERVICES3+ years

Service code 33

PO BOX 14527 · ST PETERSBURG, FL 337334527

Securities brokerage; Participant com...

CROUSE COMMUNITY CENTER EMPLOYEE RETIREMENT TSA PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CROUSE COMMUNITY CENTER EMPLOYEE RETIREMENT TSA 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