Retirement plan

COLUMBUS CENTER FOR HUMAN SERVICES, INC. RETIREMENT PLAN

Name: COLUMBUS CENTER FOR HUMAN SERVICES, INC. - COLUMBUS CENTER FOR HUMAN SERVICES, INC. RETIREMENT PLAN (2020) Form 5500
Creator: COLUMBUS CENTER FOR HUMAN SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLUMBUS CENTER FOR HUMAN SERVICES, INC. RETIREMENT PLAN, COLUMBUS CENTER FOR HUMAN SERVICES, INC.

COLUMBUS CENTER FOR HUMAN SERVICES, INC.EIN 31-0996044Plan #001PY 2020

540 INDUSTRIAL MILE RD. - COLUMBUS, OH 43228614-641-2900cchs-col.orgLinkedIn1-10 employeesindividual & family services

Prospect flagsLow assets / participantLow employer contributionLow fidelity bond

Top hat statement on fileNQDC

Filed October 18, 2004

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$3.7M

+13.7% from 2019

Total participants

330

+6.1% from 2019

Average account balance

$13,598

+2.7% from 2019

Annual return

14.44%

-8.23 pp from 2019

Benchmarks

See 874 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort874 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.07M

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

281

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.

85.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$891K

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

+12.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$120

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
TWG BENEFITS, INC.2 years Service code 64 · EIN 36-4028918 400 SKOKIE BLVD., STE 415 · NORTHBROOK, IL 60062	Recordkeeping Fees	$6,742
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 PAYMENT SERVICES - RPCS · NASHVILLE, TN 37238	Advisory (Plan)	$6,000
DYNAMIC PENSION SERVICES, INC.2 years Service code 13 · EIN 31-1585572 2176 HEWITT AVENUE, STE A · KETTERING, OH 45440	Contract Administrator	$5,615

Plan features & details

Pension benefit codes2A2E2F2G2J2K2S2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
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

3 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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

$20K

$73 / participant

Investment mgmt$6K29.8%
Other / not subdivided$14K70.2%

% of EOY assets

0.551%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BRADY, WARE & SCHOENFIELD
Auditor EIN: 351476702
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,598

$52,722-74.2%

$90,461-85.0%

$73,412-81.5%

Participation rate

77.8%

67.7%+10.1pp

72.7%+5.1pp

72.2%+5.6pp

Annual return

14.44%

20.70%-6.3pp

1294.76%-1280.3pp

59.30%-44.9pp

Employer contribution / active EE

$1,872-100.0%

$3,264-100.0%

$2,234-100.0%

Participant deferral / active EE

$1,396

$2,810-50.3%

$3,964-64.8%

$3,806-63.3%

Admin fee / account holder

$75

$117-35.9%

$5,617-98.7%

$158-52.5%

Provider

Service type

Compensation

TWG BENEFITS, INC.2 years

Service code 64 · EIN 36-4028918

400 SKOKIE BLVD., STE 415 · NORTHBROOK, IL 60062

Recordkeeping Fees

$6,742

UBS FINANCIAL SERVICES INC2 years

Filed as: UBS FINANCIAL SERVICES, INC.

Service code 27 · EIN 13-2638166

PAYMENT SERVICES - RPCS · NASHVILLE, TN 37238

Advisory (Plan)

$6,000

DYNAMIC PENSION SERVICES, INC.2 years

Service code 13 · EIN 31-1585572

2176 HEWITT AVENUE, STE A · KETTERING, OH 45440

Contract Administrator

$5,615

COLUMBUS CENTER FOR HUMAN SERVICES, INC. RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLUMBUS CENTER FOR HUMAN SERVICES, INC. RETIREMENT PLAN

Top hat statement on fileNQDC

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