Retirement plan

COMPASS FAMILY AND COMMUNITY SERVICES 401(K) PLAN

Name: COMPASS FAMILY AND COMMUNITY SERVICES - COMPASS FAMILY AND COMMUNITY SERVICES 401(K) PLAN (2019) Form 5500
Creator: COMPASS FAMILY AND COMMUNITY SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPASS FAMILY AND COMMUNITY SERVICES 401(K) PLAN, COMPASS FAMILY AND COMMUNITY SERVICES

COMPASS FAMILY AND COMMUNITY SERVICESEIN 34-0714662Plan #004PY 2019

535 MARMION AVENUE - YOUNGSTOWN, OH 44502330-782-5664compassfamily.orgLinkedIn201-500 employeesmental health care

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$3.3M

+14.4% from 2018

Total participants

276

-3.2% from 2018

Average account balance

$40,866

+18.6% from 2018

Annual return

18.23%

+22.37 pp from 2018

Benchmarks

See 3,878 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,878 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.15M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

51.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$205K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+14.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2204

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

Top 1 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY5+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346	Recordkeeping	$732

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$5 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.040%

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: PACKER THOMAS
Auditor EIN: 341667340
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,866

$62,928-35.1%

$172,753-76.3%

$67,582-39.5%

Participation rate

24.1%

64.5%-40.3pp

82.6%-58.5pp

71.3%-47.2pp

Annual return

18.23%

30.36%-12.1pp

803.00%-784.8pp

378.57%-360.3pp

Employer contribution / active EE

$1,636-100.0%

$5,144-100.0%

$2,148-100.0%

Participant deferral / active EE

$457

$2,145-78.7%

$5,198-91.2%

$3,539-87.1%

Admin fee / account holder

$16

$167-90.1%

$13,956-99.9%

$142-88.4%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY5+ years

Filed as: JOHN HANCOCK USA

Service code 15 · EIN 01-0233346

Recordkeeping

$732

COMPASS FAMILY AND COMMUNITY SERVICES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPASS FAMILY AND COMMUNITY SERVICES 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