Retirement plan

NEBRASKA CHILDREN'S HOME SOCIETY 401(K) RETIREMENT PLAN

Name: NEBRASKA CHILDREN'S HOME SOCIETY - NEBRASKA CHILDREN'S HOME SOCIETY 401(K) RETIREMENT PLAN (2018) Form 5500
Creator: NEBRASKA CHILDREN'S HOME SOCIETY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEBRASKA CHILDREN'S HOME SOCIETY 401(K) RETIREMENT PLAN, NEBRASKA CHILDREN'S HOME SOCIETY

NEBRASKA CHILDREN'S HOME SOCIETYEIN 47-0378995Plan #001PY 2018

4939 S. 118ST STREET - OMAHA, NE 68137402-451-0787

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.6M

+14.7% from 2017

Total participants

-10.1% from 2017

Average account balance

$26,536

+28.9% from 2017

Annual return

8.71%

-4.69 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.18M

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

106

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$376K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+8.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$298

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

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 codes2C2E2G2J3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
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

$214K

$2678 / participant

Other / not subdivided$214K100.0%

% of EOY assets

8.323%

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

$26,536

$75,962-65.1%

$154,111-82.8%

$64,173-58.6%

Participation rate

98.8%

70.4%+28.3pp

83.0%+15.7pp

69.6%+29.2pp

Annual return

8.71%

30.32%-21.6pp

735.18%-726.5pp

7.63%+1.1pp

Employer contribution / active EE

$2,300

$3,350-31.3%

$5,298-56.6%

$2,381-3.4%

Participant deferral / active EE

$1,871

$3,175-41.1%

$5,081-63.2%

$3,470-46.1%

Admin fee / account holder

$2,209

$5,589-60.5%

$13,411-83.5%

$4,887-54.8%

NEBRASKA CHILDREN'S HOME SOCIETY 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEBRASKA CHILDREN'S HOME SOCIETY 401(K) RETIREMENT 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