Retirement plan

THE DES MOINES PASTORAL COUNSELING CENTER, INC. 403(B) PLAN

Name: THE DES MOINES PASTORAL COUNSELING CENTER, INC. - THE DES MOINES PASTORAL COUNSELING CENTER, INC. 403(B) PLAN (2017) Form 5500
Creator: THE DES MOINES PASTORAL COUNSELING CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE DES MOINES PASTORAL COUNSELING CENTER, INC. 403(B) PLAN, THE DES MOINES PASTORAL COUNSELING CENTER, INC.

THE DES MOINES PASTORAL COUNSELING CENTER, INC.EIN 42-0995074Plan #001PY 2017

8553 URBANDALE AVE - URBANDALE, IA 50322515-274-4006mindspiritcenter.orgLinkedIn11-50 employeesmental health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$607K

+7.3% from 2016

Total participants

0.0% from 2016

Average account balance

$86,734

+22.7% from 2016

Annual return

12.25%

+3.54 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$905K

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

47.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$110K

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

+11.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15621

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 codes2F2G2M

Plan features

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.

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

$85K

$9433 / participant

Other / not subdivided$85K100.0%

% of EOY assets

13.984%

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

$86,734

$198,457-56.3%

$170,435-49.1%

$147,586-41.2%

Participation rate

77.8%

88.0%-10.2pp

83.6%-5.8pp

82.8%-5.1pp

Annual return

12.25%

257.30%-245.1pp

205.94%-193.7pp

578.59%-566.3pp

Employer contribution / active EE

$6,183-100.0%

$5,432-100.0%

$4,876-100.0%

Participant deferral / active EE

$6,211

$5,629+10.3%

$4,939+25.7%

$5,439+14.2%

Admin fee / account holder

$12,129

$16,852-28.0%

$13,881-12.6%

$10,886+11.4%

THE DES MOINES PASTORAL COUNSELING CENTER, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE DES MOINES PASTORAL COUNSELING CENTER, INC. 403(B) 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