Retirement plan

KIDS COUNT, INC. RETIREMENT SAVINGS PLAN

Name: KIDS COUNT, INC. - KIDS COUNT, INC. RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: KIDS COUNT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KIDS COUNT, INC. RETIREMENT SAVINGS PLAN, KIDS COUNT, INC.

KIDS COUNT, INC.EIN 25-1878850Plan #001PY 2017

365 FRANKLIN HILL ROAD - KITTANNING, PA 16201724-543-1888

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$2.7M

+26.1% from 2016

Total participants

232

+9.4% from 2016

Average account balance

$22,342

+15.7% from 2016

Annual return

17.05%

+8.82 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.67M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

162

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.

64.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$516K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11

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 3 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850	Recordkeeping	$92
ENVESTNET RETIREMENT SOLUTIONS, LLC1 year Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27	Advisory (Plan)	$0
ENVESTNET RETIREMENT SOLUTIONS, LLC1 year Service code 27 · EIN 61-1732930	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$92

$1 / participant

Other / not subdivided$92100.0%

% of EOY assets

0.003%

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: GROSSMAN YANAK & FORD LLP
Auditor EIN: 251638525
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,342

$55,453-59.7%

$170,439-86.9%

$62,293-64.1%

Participation rate

36.4%

66.4%-30.0pp

83.6%-47.2pp

69.5%-33.1pp

Annual return

17.05%

21.38%-4.3pp

205.94%-188.9pp

28.90%-11.8pp

Employer contribution / active EE

$595

$2,164-72.5%

$5,433-89.0%

$2,042-70.9%

Participant deferral / active EE

$991

$2,303-57.0%

$4,939-79.9%

$3,169-68.7%

Admin fee / account holder

$455-99.8%

$13,881-100.0%

$479-99.8%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Filed as: MASSMUTUAL LIFE INSURANCE CO.

Service code 15 · EIN 04-1590850

Recordkeeping

$92

ENVESTNET RETIREMENT SOLUTIONS, LLC1 year

Filed as: ENVESTNET RETIREMENT SOLUTIONS

Service code 27

Advisory (Plan)

ENVESTNET RETIREMENT SOLUTIONS, LLC1 year

Service code 27 · EIN 61-1732930

Advisory (Plan)

KIDS COUNT, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KIDS COUNT, INC. RETIREMENT SAVINGS 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