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 (2022) 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 2022

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.9M

-9.0% from 2021

Total participants

+1.0% from 2021

Average account balance

$30,138

-9.9% from 2021

Annual return

-10.49%

-41.53 pp from 2021

Benchmarks

See 19,706 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,706 peers

Snapshot2022

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 codes2C2E2F2G2J3D

Plan features

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

$375K

$5284 / participant

Other / not subdivided$375K100.0%

% of EOY assets

12.832%

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

$30,138

$73,848-59.2%

$143,799-79.0%

$68,486-56.0%

Participation rate

100.0%

66.7%+33.3pp

80.3%+19.7pp

67.9%+32.1pp

Annual return

-10.49%

0.91%-11.4pp

-0.04%-10.4pp

-7.85%-2.6pp

Employer contribution / active EE

$2,632

$3,184-17.4%

$4,952-46.9%

$2,597+1.3%

Participant deferral / active EE

$3,078

$3,385-9.1%

$5,638-45.4%

$4,028-23.6%

Admin fee / account holder

$3,867

$5,755-32.8%

$14,677-73.6%

$5,404-28.4%

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