Retirement plan

CHILDREN'S HEALTH SERVICES, PA 401-K PLAN AND

Name: CHILDREN'S HEALTH SERVICES, PA - CHILDREN'S HEALTH SERVICES, PA 401-K PLAN AND (2019) Form 5500
Creator: CHILDREN'S HEALTH SERVICES, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILDREN'S HEALTH SERVICES, PA 401-K PLAN AND, CHILDREN'S HEALTH SERVICES, PA

CHILDREN'S HEALTH SERVICES, PAEIN 56-2084142Plan #001PY 2019

1826 WEST ARLINGTON BLVD - GREENVILLE, NC 27834252-329-1475

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.4M

+33.3% from 2018

Total participants

+4.5% from 2018

Average account balance

$60,400

+27.5% from 2018

Annual return

21.53%

+27.13 pp from 2018

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.36M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

134.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$265K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1713

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 codes2J2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$709

$34 / participant

Other / not subdivided$709100.0%

% of EOY assets

0.051%

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

$60,400

$202,342-70.1%

$172,752-65.0%

$152,897-60.5%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

21.53%

1029.83%-1008.3pp

802.97%-781.4pp

345.43%-323.9pp

Employer contribution / active EE

$2,929

$5,858-50.0%

$5,144-43.1%

$4,764-38.5%

Participant deferral / active EE

$2,938

$5,948-50.6%

$5,198-43.5%

$5,851-49.8%

Admin fee / account holder

$31

$17,111-99.8%

$13,955-99.8%

$11,599-99.7%

CHILDREN'S HEALTH SERVICES, PA 401-K PLAN AND

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHILDREN'S HEALTH SERVICES, PA 401-K PLAN AND

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