Retirement plan

COMMUNITY SERVICES FOR CHILDREN, INC PROFIT SHARING PLAN

Name: COMMUNITY SERVICES FOR CHILDREN, IN C. - COMMUNITY SERVICES FOR CHILDREN, INC PROFIT SHARING PLAN (2016) Form 5500
Creator: COMMUNITY SERVICES FOR CHILDREN, IN C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY SERVICES FOR CHILDREN, INC PROFIT SHARING PLAN, COMMUNITY SERVICES FOR CHILDREN, IN C.

COMMUNITY SERVICES FOR CHILDREN, IN C.EIN 23-2204725Plan #001PY 2016

1520 HANOVER AVE - ALLENTOWN, PA 181092360610-437-6000cscinc.orgLinkedIn201-500 employeeseducation management

Other plans on this EIN

1 filing

#002Retirement-$709K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9.3M

+3.7% from 2015

Total participants

255

-26.9% from 2015

Average account balance

$41,389

+61.5% from 2015

Annual return

6.55%

-7.96 pp from 2015

Benchmarks

See 3,733 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,733 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.23M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

588

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.

95.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.24M

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

+13.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

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
MUTUAL OF AMERICA INVESTMENT CORP2+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$1,550
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 12 730 3RD AVE · NEW YORK, NY 100173206	Recordkeeping and information managem...	$318

Plan features & details

Pension benefit codes2F2T2G

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$5 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.013%

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: CAMPBELL RAPPOLD & YURASITS LLP
Auditor EIN: 231386942
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,389

$36,916+12.1%

$156,551-73.6%

$57,658-28.2%

Participation rate

87.6%

63.4%+24.2pp

84.0%+3.6pp

70.2%+17.4pp

Annual return

6.55%

12.38%-5.8pp

32.23%-25.7pp

5.13%+1.4pp

Employer contribution / active EE

$1,651

$1,571+5.1%

$5,501-70.0%

$1,974-16.4%

Participant deferral / active EE

$639

$1,926-66.8%

$4,871-86.9%

$3,061-79.1%

Admin fee / account holder

$82-93.6%

$13,028-100.0%

$95-94.4%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$1,550

TIAA1 year

Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY

Service code 12

730 3RD AVE · NEW YORK, NY 100173206

Recordkeeping and information managem...

$318

COMMUNITY SERVICES FOR CHILDREN, INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY SERVICES FOR CHILDREN, INC PROFIT SHARING 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