Retirement plan

CHRISTIAN HEALTH SERVICE CORPS 401(K) PLAN

Name: CHRISTIAN HEALTH SERVICE CORPS - CHRISTIAN HEALTH SERVICE CORPS 401(K) PLAN (2020) Form 5500
Creator: CHRISTIAN HEALTH SERVICE CORPS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHRISTIAN HEALTH SERVICE CORPS 401(K) PLAN, CHRISTIAN HEALTH SERVICE CORPS

CHRISTIAN HEALTH SERVICE CORPSEIN 27-1505747Plan #001PY 2020

PO BOX 132 - FRUITVALE, TX 75127210-888-9182healthservicecorps.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$151K

+91.0% from 2019

Total participants

+18.2% from 2019

Average account balance

$15,081

+52.8% from 2019

Annual return

22.06%

-6.02 pp from 2019

Benchmarks

See 8,772 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,772 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$515K

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

17.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$920

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

+16.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$635

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 codes2J2F2G3D2T

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$43 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.815%

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

$15,081

$60,119-74.9%

$90,430-83.3%

$79,858-81.1%

Participation rate

12.7%

65.0%-52.3pp

72.7%-60.0pp

69.6%-56.9pp

Annual return

22.06%

71.94%-49.9pp

1293.73%-1271.7pp

31.72%-9.7pp

Employer contribution / active EE

$683

$2,068-67.0%

$3,262-79.1%

$2,471-72.4%

Participant deferral / active EE

$190

$2,938-93.5%

$3,963-95.2%

$3,740-94.9%

Admin fee / account holder

$274

$3,976-93.1%

$5,613-95.1%

$5,306-94.8%

CHRISTIAN HEALTH SERVICE CORPS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHRISTIAN HEALTH SERVICE CORPS 401(K) 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