Retirement plan

EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC.

Name: THE CHILDREN S HOME, INC. - EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. (2018) Form 5500
Creator: THE CHILDREN S HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC., THE CHILDREN S HOME, INC.

THE CHILDREN S HOME, INC.EIN 52-0608012Plan #001PY 2018

205 BLOOMSBURY AVE - CATONSVILLE, MD 212285223410-744-7310thechildrenshome.netLinkedIn51-200 employeesnon-profit organization management

Prospect flagsLow employer contributionRecently reached 100 employees

How to read this page

Total assets (EOY)

$1.7M

+12.3% from 2017

Total participants

126

+24.8% from 2017

Average account balance

$13,930

-12.3% from 2017

Annual return

9.40%

-2.50 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

$2.41M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$133K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+15.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2750

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

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP3+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Account maintenance fees; Recordkeepi...	$1,391

Plan features & details

Pension benefit codes2F2S2T3D

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).
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$866

$12 / participant

Other / not subdivided$866100.0%

% of EOY assets

0.052%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KBST&M
Auditor EIN: 521365413
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,930

$75,962-81.7%

$154,108-91.0%

$64,173-78.3%

Participation rate

90.1%

70.4%+19.7pp

83.0%+7.1pp

69.6%+20.6pp

Annual return

9.40%

30.32%-20.9pp

735.21%-725.8pp

7.63%+1.8pp

Employer contribution / active EE

$262

$3,350-92.2%

$5,298-95.1%

$2,381-89.0%

Participant deferral / active EE

$1,436

$3,175-54.8%

$5,081-71.7%

$3,470-58.6%

Admin fee / account holder

$5,589-99.9%

$13,411-99.9%

$4,887-99.9%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP3+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Account maintenance fees; Recordkeepi...

$1,391

EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC.

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