Retirement plan

COASTAL CENTER FOR DEVELOPMENTAL SVCS 401(K)

Name: COASTAL CENTER FOR DEVELOPMENTAL SERVICES - COASTAL CENTER FOR DEVELOPMENTAL SVCS 401(K) (2018) 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 2018

PO BOX 13607 - SAVANNAH, GA 31416912-644-7500ccdssavannah.orgLinkedIn51-200 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.2M

-7.4% from 2017

Total participants

117

-1.7% from 2017

Average account balance

$18,916

-5.8% from 2017

Annual return

-4.67%

-18.85 pp from 2017

Benchmarks

See 18,165 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,165 peers

Snapshot2018

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

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930	Recordkeeping	$2,070

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$31 / participant

Contract admin$2K100.0%

% of EOY assets

0.094%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Qualified opinion

Opinion is qualified - a specific issue limited the scope or accuracy of the audit.

Auditor firm: TJS DEEMER DANA LLP
Auditor EIN: 582663273
Audit fees: (not subdivided)
Opinion code: Qualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,916

$75,959-75.1%

$154,114-87.7%

$64,181-70.5%

Participation rate

98.5%

70.4%+28.1pp

83.0%+15.4pp

69.6%+28.9pp

Annual return

-4.67%

30.32%-35.0pp

735.16%-739.8pp

7.63%-12.3pp

Employer contribution / active EE

$1,170

$3,350-65.1%

$5,298-77.9%

$2,381-50.9%

Participant deferral / active EE

$985

$3,175-69.0%

$5,081-80.6%

$3,470-71.6%

Admin fee / account holder

$18

$5,589-99.7%

$13,411-99.9%

$4,887-99.6%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.1 year

Service code 15 · EIN 23-1945930

Recordkeeping

$2,070

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