Retirement plan

DOUGLASS COMMUNITY SERVICES, INC. 401(K) PROFIT SHARING PLAN

Name: DOUGLASS COMMUNITY SERVICES, INC. - DOUGLASS COMMUNITY SERVICES, INC. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: DOUGLASS COMMUNITY SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOUGLASS COMMUNITY SERVICES, INC. 401(K) PROFIT SHARING PLAN, DOUGLASS COMMUNITY SERVICES, INC.

DOUGLASS COMMUNITY SERVICES, INC.EIN 43-0971877Plan #001PY 2022

909 BROADWAY - HANNIBAL, MO 63401573-221-3892douglassonline.orgLinkedIn51-200 employeesindividual & family services

Prospect flagsLow returnsLow participant contribution

How to read this page

Total assets (EOY)

$2.8M

-19.2% from 2021

Total participants

156

-37.3% from 2021

Average account balance

$17,910

+29.0% from 2021

Annual return

-18.03%

-33.12 pp from 2021

Benchmarks

See 5,354 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,354 peers

Snapshot2022

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Analytics

Total assets (EOY)

Plan-year ending balance

$4.23M

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

146

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.

88.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$498K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$233

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

1 years with F_SCH_H allocation on file

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618	Recordkeeping	$19,356
CVM LLC1 year Service code 27 14600 BRANCH STREET · OMAHA, NE 68154	Advisory (Plan)	$10,486
THIRD PARTY ADMINISTRATORS, INC.2 years Filed as: THIRD PARTY ADMINISTRATORS Service code 13 2 EXECUTIVE PARK DR. STE 100 · BEDFORD, NH 031106915	Contract Administrator	$8,451
V WEALTH MANAGEMENT LLC5 years Filed as: V. WEALTH MANAGEMENT LLC Service code 27 6800 COLLEGE BLVD. STE. 200 · OVERLAND PARK, KS 66211	Advisory (Plan)	$3,959

Plan features & details

Pension benefit codes2A2E2F2G2J2K3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$42K

$344 / participant

Contract admin$42K100.0%

% of EOY assets

1.512%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: GRAY HUNTER STENN LLP
Auditor EIN: 363077757
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,910

$65,061-72.5%

$143,757-87.5%

$66,914-73.2%

Participation rate

100.0%

65.2%+34.8pp

80.3%+19.7pp

69.8%+30.2pp

Annual return

-18.03%

-11.14%-6.9pp

-0.04%-18.0pp

1.58%-19.6pp

Employer contribution / active EE

$2,635

$2,361+11.6%

$4,951-46.8%

$2,544+3.6%

Participant deferral / active EE

$731

$2,919-75.0%

$5,637-87.0%

$4,237-82.8%

Admin fee / account holder

$271

$502-46.0%

$14,673-98.2%

$593-54.3%

Provider

Service type

Compensation

AMERICAN FUNDS3 years

Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI

Service code 15

6455 IRVINE CENTER DRIVE · IRVINE, CA 92618

Recordkeeping

$19,356

CVM LLC1 year

Service code 27

14600 BRANCH STREET · OMAHA, NE 68154

Advisory (Plan)

$10,486

THIRD PARTY ADMINISTRATORS, INC.2 years

Filed as: THIRD PARTY ADMINISTRATORS

Service code 13

2 EXECUTIVE PARK DR. STE 100 · BEDFORD, NH 031106915

Contract Administrator

$8,451

V WEALTH MANAGEMENT LLC5 years

Filed as: V. WEALTH MANAGEMENT LLC

Service code 27

6800 COLLEGE BLVD. STE. 200 · OVERLAND PARK, KS 66211

Advisory (Plan)

$3,959

DOUGLASS COMMUNITY SERVICES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOUGLASS COMMUNITY SERVICES, INC. 401(K) PROFIT SHARING 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