Retirement plan

EMPLOYEE BENEFIT PLAN OF GITHENS CENTER FOR THE PHYSICALLY HANDICAPPED

Name: GITHENS CENTER FOR THE PHYSICALLY HANDICAPPED - EMPLOYEE BENEFIT PLAN OF GITHENS CENTER FOR THE PHYSICALLY HANDICAPPED (2018) Form 5500
Creator: GITHENS CENTER FOR THE PHYSICALLY HANDICAPPED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF GITHENS CENTER FOR THE PHYSICALLY HANDICAPPED, GITHENS CENTER FOR THE PHYSICALLY HANDICAPPED

GITHENS CENTER FOR THE PHYSICALLY HANDICAPPEDEIN 21-0695537Plan #003PY 2018

40 CEDAR ST - MOUNT HOLLY, NJ 080601613609-261-1667

Other plans on this EIN

1 filing

#001Retirement-$173K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$881K

-0.1% from 2017

Total participants

-3.8% from 2017

Average account balance

$35,244

+3.9% from 2017

Annual return

-3.90%

-12.81 pp from 2017

Benchmarks

See 5,836 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,836 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.62M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

211.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2675

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 codes2F3D

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).
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

$8K

$768 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.958%

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

$35,244

$69,541-49.3%

$59,899-41.2%

$135,380-74.0%

Participation rate

100.0%

77.8%+22.2pp

74.7%+25.3pp

82.6%+17.4pp

Annual return

-3.90%

7.95%-11.8pp

3.46%-7.4pp

519.81%-523.7pp

Employer contribution / active EE

$353

$3,236-89.1%

$2,723-87.0%

$4,779-92.6%

Participant deferral / active EE

$3,253

$4,206-22.6%

$3,402-4.4%

$5,609-42.0%

Admin fee / account holder

$338

$5,737-94.1%

$3,592-90.6%

$10,828-96.9%

EMPLOYEE BENEFIT PLAN OF GITHENS CENTER FOR THE PHYSICALLY HANDICAPPED

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF GITHENS CENTER FOR THE PHYSICALLY HANDICAPPED

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