Retirement plan

COASTAL CENTER FOR DEVELOPMENTAL SVCS 401(K)

Name: COASTAL CENTER FOR DEVELOPMENTAL SERVICES - COASTAL CENTER FOR DEVELOPMENTAL SVCS 401(K) (2017) Form 5500
Creator: COASTAL CENTER FOR DEVELOPMENTAL SERVICES
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

COASTAL CENTER FOR DEVELOPMENTAL SERVICESEIN 58-1401456Plan #001PY 2017

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)

$2.4M

+3.0% from 2016

Total participants

119

+0.8% from 2016

Average account balance

$20,071

+2.1% from 2016

Annual return

14.17%

+6.79 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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 codes2E3D2G2J2F2T

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

$412K

$5889 / participant

Other / not subdivided$412K100.0%

% of EOY assets

17.404%

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

$20,071

$84,236-76.2%

$170,435-88.2%

$70,126-71.4%

Participation rate

98.6%

70.8%+27.7pp

83.6%+15.0pp

69.5%+29.0pp

Annual return

14.17%

23.06%-8.9pp

205.94%-191.8pp

73.15%-59.0pp

Employer contribution / active EE

$1,072

$3,387-68.3%

$5,432-80.3%

$2,343-54.2%

Participant deferral / active EE

$1,104

$3,086-64.2%

$4,939-77.6%

$3,332-66.9%

Admin fee / account holder

$3,493

$5,698-38.7%

$13,881-74.8%

$4,645-24.8%

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