Retirement plan

EMPLOYEE BENEFIT PLAN OF FAMILY AND CHILDREN S SERVICES INC

Name: EMPLOYEE BENEFIT PLAN OF FAMILY AND CHILDREN S SERVICES, INC - EMPLOYEE BENEFIT PLAN OF FAMILY AND CHILDREN S SERVICES INC (2018) Form 5500
Creator: EMPLOYEE BENEFIT PLAN OF FAMILY AND CHILDREN S SERVICES, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF FAMILY AND CHILDREN S SERVICES INC, EMPLOYEE BENEFIT PLAN OF FAMILY AND CHILDREN S SERVICES, INC

EMPLOYEE BENEFIT PLAN OF FAMILY AND CHILDREN S SERVICES, INCEIN 35-0868078Plan #003PY 2018

2712 S CALHOUN ST - FORT WAYNE, IN 46807260-744-4326

Other plans on this EIN

1 filing

#002Retirement-$3K assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$707K

+14.9% from 2017

Total participants

+27.8% from 2017

Average account balance

$32,119

-6.0% from 2017

Annual return

7.29%

-2.43 pp from 2017

Benchmarks

See 105,570 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,570 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+2.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$6K

$370 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.837%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,119

$180,449-82.2%

$154,107-79.2%

$135,375-76.3%

Participation rate

93.8%

87.4%+6.3pp

83.0%+10.7pp

82.6%+11.1pp

Annual return

7.29%

888.09%-880.8pp

735.12%-727.8pp

519.73%-512.4pp

Employer contribution / active EE

$6,035-99.9%

$5,298-99.9%

$4,779-99.9%

Participant deferral / active EE

$3,279

$5,806-43.5%

$5,081-35.5%

$5,609-41.5%

Admin fee / account holder

$269

$16,143-98.3%

$13,411-98.0%

$10,827-97.5%

EMPLOYEE BENEFIT PLAN OF FAMILY AND CHILDREN S SERVICES INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF FAMILY AND CHILDREN S SERVICES INC

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