Retirement plan

COMPREHENSIVE FAMILY SERVICES, INC. RETIREMENT SAVINGS PLAN

Name: COMPREHENSIVE FAMILY SERVICES, INC. - COMPREHENSIVE FAMILY SERVICES, INC. RETIREMENT SAVINGS PLAN (2018) Form 5500
Creator: COMPREHENSIVE FAMILY SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPREHENSIVE FAMILY SERVICES, INC. RETIREMENT SAVINGS PLAN, COMPREHENSIVE FAMILY SERVICES, INC.

COMPREHENSIVE FAMILY SERVICES, INC.EIN 39-1336578Plan #001PY 2018

1221 HENRY AVENUE - BELOIT, WI 53511608-299-1500LinkedIn51-200 employeesmental health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.3M

+22.1% from 2017

Total participants

-4.3% from 2017

Average account balance

$26,401

+29.1% from 2017

Annual return

18.08%

+7.02 pp from 2017

Benchmarks

See 18,165 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,165 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.75M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

102

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.

152.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$465K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+7.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8538

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 codes2G3D2J2E2F

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$197K

$2768 / participant

Other / not subdivided$197K100.0%

% of EOY assets

8.460%

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

$26,401

$75,959-65.2%

$154,114-82.9%

$64,181-58.9%

Participation rate

97.2%

70.4%+26.8pp

83.0%+14.1pp

69.6%+27.6pp

Annual return

18.08%

30.32%-12.2pp

735.16%-717.1pp

7.63%+10.4pp

Employer contribution / active EE

$2,340

$3,350-30.1%

$5,298-55.8%

$2,381-1.7%

Participant deferral / active EE

$1,244

$3,175-60.8%

$5,081-75.5%

$3,470-64.1%

Admin fee / account holder

$2,233

$5,589-60.0%

$13,411-83.3%

$4,887-54.3%

COMPREHENSIVE FAMILY SERVICES, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPREHENSIVE FAMILY SERVICES, INC. RETIREMENT SAVINGS 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