Retirement plan

TENNESSEE CHILDREN'S HOME, INC. MONEY PURCHASE PENSION PLAN

Name: TENNESSEE CHILDREN'S HOME, INC. - TENNESSEE CHILDREN'S HOME, INC. MONEY PURCHASE PENSION PLAN (2017) Form 5500
Creator: TENNESSEE CHILDREN'S HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TENNESSEE CHILDREN'S HOME, INC. MONEY PURCHASE PENSION PLAN, TENNESSEE CHILDREN'S HOME, INC.

TENNESSEE CHILDREN'S HOME, INC.EIN 62-0482363Plan #001PY 2017

P.O. BOX 10 - SPRING HILL, TN 37174931-486-2274tennesseechildrenshome.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$3.1M

+14.6% from 2016

Total participants

115

+3.6% from 2016

Average account balance

$27,348

+11.5% from 2016

Annual return

11.06%

+13.78 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.80M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

100

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.

149.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$276K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+8.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10703

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 codes2C3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$112K

$1549 / participant

Other / not subdivided$112K100.0%

% of EOY assets

3.640%

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

$27,348

$53,128-48.5%

$86,582-68.4%

$70,126-61.0%

Participation rate

95.8%

65.3%+30.5pp

73.5%+22.3pp

69.5%+26.3pp

Annual return

11.06%

27.66%-16.6pp

965.08%-954.0pp

73.15%-62.1pp

Employer contribution / active EE

$2,570

$2,068+24.3%

$2,839-9.5%

$2,343+9.7%

Participant deferral / active EE

$2,695-100.0%

$3,609-100.0%

$3,332-100.0%

Admin fee / account holder

$996

$3,584-72.2%

$4,904-79.7%

$4,645-78.6%

TENNESSEE CHILDREN'S HOME, INC. MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TENNESSEE CHILDREN'S HOME, INC. MONEY PURCHASE PENSION PLAN

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