Retirement plan

403(B) THRIFT PLAN OF THE CHILDREN S HOME OF EASTON, INC.

Name: THE CHILDREN S HOME OF EASTON, INC. - 403(B) THRIFT PLAN OF THE CHILDREN S HOME OF EASTON, INC. (2020) Form 5500
Creator: THE CHILDREN S HOME OF EASTON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF THE CHILDREN S HOME OF EASTON, INC., THE CHILDREN S HOME OF EASTON, INC.

THE CHILDREN S HOME OF EASTON, INC.EIN 24-0806100Plan #003PY 2020

2000 S 25TH ST - EASTON, PA 180426031610-258-2831thechildrenshome.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$3M

+2.3% from 2019

Total participants

+3.6% from 2019

Average account balance

$40,612

+12.1% from 2019

Annual return

10.98%

-6.11 pp from 2019

Benchmarks

See 18,628 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,628 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.54M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

101

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.

198.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$124K

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

+14.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8831

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 codes2F2G2S2T2L

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

2 tripped

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

$362K

$8055 / participant

Other / not subdivided$362K100.0%

% of EOY assets

12.226%

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

$40,612

$91,198-55.5%

$178,503-77.2%

$79,856-49.1%

Participation rate

68.9%

69.2%-0.3pp

81.9%-13.0pp

69.6%-0.8pp

Annual return

10.98%

24.20%-13.2pp

151.12%-140.1pp

31.71%-20.7pp

Employer contribution / active EE

$545

$3,257-83.3%

$5,011-89.1%

$2,471-77.9%

Participant deferral / active EE

$1,892

$3,237-41.5%

$5,202-63.6%

$3,741-49.4%

Admin fee / account holder

$4,965

$6,748-26.4%

$13,987-64.5%

$5,306-6.4%

403(B) THRIFT PLAN OF THE CHILDREN S HOME OF EASTON, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF THE CHILDREN S HOME OF EASTON, INC.

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