Retirement plan

403(B) THRIFT PLAN OF WOOD COUNTY CHILDREN'S SERVICES ASSOCIATION

Name: WOOD COUNTY CHILDRENAND#39;S SERVICE - 403(B) THRIFT PLAN OF WOOD COUNTY CHILDREN'S SERVICES ASSOCIATION (2022) Form 5500
Creator: WOOD COUNTY CHILDRENAND#39;S SERVICE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF WOOD COUNTY CHILDREN'S SERVICES ASSOCIATION, WOOD COUNTY CHILDRENAND#39;S SERVICE

WOOD COUNTY CHILDRENAND#39;S SERVICEEIN 34-1191237Plan #002PY 2022

PO BOX 738 - BOWLING GREEN, OH 434020738419-352-7588LinkedIn51-200 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3M

-21.1% from 2021

Total participants

146

+15.9% from 2021

Average account balance

$23,369

-23.0% from 2021

Annual return

-13.41%

-27.84 pp from 2021

Benchmarks

See 19,701 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,701 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.96M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

108

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.

98.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$236K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1434

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
MUTUAL OF AMERICA INVESTMENT CORP4 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$205

Plan features & details

Pension benefit codes2G3D2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$361

$4 / participant

Other / not subdivided$361100.0%

% of EOY assets

0.012%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTON LARSON ALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,369

$73,863-68.4%

$143,797-83.7%

$68,490-65.9%

Participation rate

78.3%

66.7%+11.6pp

80.3%-2.0pp

67.9%+10.4pp

Annual return

-13.41%

0.91%-14.3pp

-0.04%-13.4pp

-7.85%-5.6pp

Employer contribution / active EE

$1,419

$3,185-55.4%

$4,952-71.3%

$2,597-45.4%

Participant deferral / active EE

$1,122

$3,385-66.9%

$5,638-80.1%

$4,028-72.2%

Admin fee / account holder

$5,756-100.0%

$14,679-100.0%

$5,403-99.9%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP4 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$205

403(B) THRIFT PLAN OF WOOD COUNTY CHILDREN'S SERVICES ASSOCIATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF WOOD COUNTY CHILDREN'S SERVICES ASSOCIATION

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