Retirement plan

COASTAL CENTER FOR DEVELOPMENTAL SVCS 401(K)

Name: COASTAL CENTER FOR DEVELOPMENTAL SERVICES, INC - COASTAL CENTER FOR DEVELOPMENTAL SVCS 401(K) (2015) Form 5500
Creator: COASTAL CENTER FOR DEVELOPMENTAL SERVICES, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COASTAL CENTER FOR DEVELOPMENTAL SVCS 401(K), COASTAL CENTER FOR DEVELOPMENTAL SERVICES, INC

COASTAL CENTER FOR DEVELOPMENTAL SERVICES, INCEIN 58-1401456Plan #001PY 2015

1249 EISENHOWER DRIVE, PO BOX 13607 - SAVANNAH, GA 314063917912-644-7500ccdssavannah.orgLinkedIn51-200 employeesindividual & family services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

No prior year

Total participants

105

No prior year

Average account balance

$18,969

No prior year

Annual return

-0.76%

No prior year

Benchmarks

See 15,767 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,767 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.22M

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

138.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+10.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1810

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 codes2E2F2G2J2T3D

Plan features

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.
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

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

$89K

$1247 / participant

Other / not subdivided$89K100.0%

% of EOY assets

4.530%

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

$18,969

$75,832-75.0%

$147,618-87.1%

$59,633-68.2%

Participation rate

97.2%

71.6%+25.6pp

84.6%+12.6pp

68.7%+28.5pp

Annual return

-0.76%

0.37%-1.1pp

61.98%-62.7pp

2041.40%-2042.2pp

Employer contribution / active EE

$910

$3,485-73.9%

$5,565-83.6%

$2,203-58.7%

Participant deferral / active EE

$1,095

$3,131-65.0%

$4,895-77.6%

$3,192-65.7%

Admin fee / account holder

$859

$5,986-85.6%

$11,612-92.6%

$4,297-80.0%

COASTAL CENTER FOR DEVELOPMENTAL SVCS 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COASTAL CENTER FOR DEVELOPMENTAL SVCS 401(K)

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