Retirement plan

CHILDREN'S HEALTH SERVICES, P.A. 401(K) PLAN AND TRUST

Name: CHILDREN'S HEALTH SERVICES, P.A. - CHILDREN'S HEALTH SERVICES, P.A. 401(K) PLAN AND TRUST (2022) Form 5500
Creator: CHILDREN'S HEALTH SERVICES, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILDREN'S HEALTH SERVICES, P.A. 401(K) PLAN AND TRUST, CHILDREN'S HEALTH SERVICES, P.A.

CHILDREN'S HEALTH SERVICES, P.A.EIN 56-2084142Plan #001PY 2022

1826 WEST ARLINGTON BLVD - GREENVILLE, NC 27834252-329-7337

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.8M

-12.6% from 2021

Total participants

+10.0% from 2021

Average account balance

$53,619

-20.5% from 2021

Annual return

-21.95%

-35.70 pp from 2021

Benchmarks

See 105,950 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,950 peers

Snapshot2022

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 codes2E2G2J3D

Plan features

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$91 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.093%

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

$53,619

$167,362-68.0%

$143,799-62.7%

$134,532-60.1%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-21.95%

0.47%-22.4pp

-0.04%-21.9pp

418.27%-440.2pp

Employer contribution / active EE

$5,530

$5,620-1.6%

$4,952+11.7%

$4,741+16.6%

Participant deferral / active EE

$5,055

$6,447-21.6%

$5,638-10.3%

$6,401-21.0%

Admin fee / account holder

$50

$18,094-99.7%

$14,677-99.7%

$11,429-99.6%

CHILDREN'S HEALTH SERVICES, P.A. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHILDREN'S HEALTH SERVICES, P.A. 401(K) PLAN AND TRUST

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