Retirement plan

CENTER FOR INDEPENDENT LIVING OF CENTRAL PA 401K PLAN

Name: CENTER FOR INDEPENDENT LIVING OF CENTRAL PA - CENTER FOR INDEPENDENT LIVING OF CENTRAL PA 401K PLAN (2015) Form 5500
Creator: CENTER FOR INDEPENDENT LIVING OF CENTRAL PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR INDEPENDENT LIVING OF CENTRAL PA 401K PLAN, CENTER FOR INDEPENDENT LIVING OF CENTRAL PA

CENTER FOR INDEPENDENT LIVING OF CENTRAL PAEIN 25-1573334Plan #001PY 2015

207 HOUSE AVENUE, SUITE 107 - CAMP HILL, PA 170112308717-731-1900LinkedIn11-50 employeesgovernment administration

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$421K

No prior year

Total participants

No prior year

Average account balance

$15,609

No prior year

Annual return

0.20%

No prior year

Benchmarks

See 15,767 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,767 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$607K

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+10.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$89902

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$7K

$228 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.731%

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

$15,609

$75,832-79.4%

$147,617-89.4%

$59,633-73.8%

Participation rate

37.5%

71.6%-34.1pp

84.6%-47.1pp

68.7%-31.2pp

Annual return

0.20%

0.37%-0.2pp

61.98%-61.8pp

2041.45%-2041.2pp

Employer contribution / active EE

$3,485-100.0%

$5,564-100.0%

$2,203-100.0%

Participant deferral / active EE

$1,000

$3,131-68.1%

$4,895-79.6%

$3,192-68.7%

Admin fee / account holder

$270

$5,986-95.5%

$11,612-97.7%

$4,297-93.7%

CENTER FOR INDEPENDENT LIVING OF CENTRAL PA 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR INDEPENDENT LIVING OF CENTRAL PA 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