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 (2019) 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 2019

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

Other plans on this EIN

1 filing

#001Retirement-$171K assets

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$954K

+8.3% from 2018

Total participants

-4.0% from 2018

Average account balance

$39,747

+12.8% from 2018

Annual return

13.97%

+17.87 pp from 2018

Benchmarks

See 104,325 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,325 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.82M

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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

$90K

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

+11.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3541

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2F2G3D

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.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$105K

$10495 / participant

Other / not subdivided$105K100.0%

% of EOY assets

11.002%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$39,747

$202,318-80.4%

$172,739-77.0%

$152,861-74.0%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.4%+17.6pp

Annual return

13.97%

1029.65%-1015.7pp

802.84%-788.9pp

345.32%-331.3pp

Employer contribution / active EE

$824

$5,856-85.9%

$5,143-84.0%

$4,762-82.7%

Participant deferral / active EE

$4,373

$5,948-26.5%

$5,198-15.9%

$5,850-25.2%

Admin fee / account holder

$4,373

$17,109-74.4%

$13,954-68.7%

$11,596-62.3%

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