Retirement plan

THE CHRYSALIS CENTER 401K PLAN

Name: THE CHRYSALIS CENTER, INC. - THE CHRYSALIS CENTER 401K PLAN (2016) Form 5500
Creator: THE CHRYSALIS CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CHRYSALIS CENTER 401K PLAN, THE CHRYSALIS CENTER, INC.

THE CHRYSALIS CENTER, INC.EIN 20-1966531Plan #001PY 2016

3800 W BROWARD BLVD, SUITE 100 - FORT LAUDERDALE, FL 33312954-587-1008centrodavidsanchez.comLinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$4.4M

+25.9% from 2015

Total participants

452

+12.7% from 2015

Average account balance

$27,689

+8.4% from 2015

Annual return

11.45%

+12.32 pp from 2015

Benchmarks

See 783 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort783 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.75M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

287

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.

37.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.57M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+15.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$273

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
TRANSAMERICA RETIREMENT SOLUTIONS2+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 1150 S. OLIVE STREET · LOS ANGELES, CA 90015	Recordkeeping	$10,406
EJREYNOLDS, INC.2+ years Service code 15 · EIN 59-2265857 9050 PINES BLVD, SUITE 110 · PEMBROKE PINES, FL 33024	Recordkeeping	$1,450

Plan features & details

Pension benefit codes2F2G2J3D

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$19K

$46 / participant

Other / not subdivided$19K100.0%

% of EOY assets

0.433%

all-in expense ratio

Categories reported

0 / 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: GERSTE, ROSEN & GOLDBERG, P.A.
Auditor EIN: 650675434
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,689

$39,859-30.5%

$78,676-64.8%

$57,658-52.0%

Participation rate

28.3%

66.1%-37.8pp

73.6%-45.3pp

70.2%-41.9pp

Annual return

11.45%

18.96%-7.5pp

62.19%-50.7pp

5.13%+6.3pp

Employer contribution / active EE

$535

$1,786-70.1%

$2,850-81.2%

$1,974-72.9%

Participant deferral / active EE

$1,025

$2,248-54.4%

$3,517-70.8%

$3,061-66.5%

Admin fee / account holder

$120

$76+57.3%

$4,510-97.3%

$95+26.7%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS2+ years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

1150 S. OLIVE STREET · LOS ANGELES, CA 90015

Recordkeeping

$10,406

EJREYNOLDS, INC.2+ years

Service code 15 · EIN 59-2265857

9050 PINES BLVD, SUITE 110 · PEMBROKE PINES, FL 33024

Recordkeeping

$1,450

THE CHRYSALIS CENTER 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CHRYSALIS CENTER 401K 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