Retirement plan

THE CRISIS CENTER OF BIRMINGHAM, INC. 403(B) PLAN

Name: THE CRISIS CENTER OF BIRMINGHAM, INC. - THE CRISIS CENTER OF BIRMINGHAM, INC. 403(B) PLAN (2017) Form 5500
Creator: THE CRISIS CENTER OF BIRMINGHAM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CRISIS CENTER OF BIRMINGHAM, INC. 403(B) PLAN, THE CRISIS CENTER OF BIRMINGHAM, INC.

THE CRISIS CENTER OF BIRMINGHAM, INC.EIN 63-0583947Plan #001PY 2017

3600 8TH AVE S STE 501 - BIRMINGHAM, AL 352223223205-323-7882LinkedIn1-10 employeesmental health care

Prospect flagsLow returnsHigh feesLow participation

How to read this page

Total assets (EOY)

$468K

+16.0% from 2016

Total participants

+23.3% from 2016

Average account balance

$21,265

+16.0% from 2016

Annual return

8.87%

+5.34 pp from 2016

Benchmarks

See 17,855 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,855 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$834K

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

45.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$80K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$790

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

+15.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2172

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 codes2F2G2L2T3D

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$42K

$1357 / participant

Other / not subdivided$42K100.0%

% of EOY assets

8.991%

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

$21,265

$84,233-74.8%

$170,436-87.5%

$70,131-69.7%

Participation rate

51.6%

70.8%-19.2pp

83.6%-32.0pp

69.5%-17.9pp

Annual return

8.87%

23.06%-14.2pp

205.94%-197.1pp

73.14%-64.3pp

Employer contribution / active EE

$1,110

$3,387-67.2%

$5,433-79.6%

$2,342-52.6%

Participant deferral / active EE

$1,171

$3,086-62.1%

$4,939-76.3%

$3,332-64.9%

Admin fee / account holder

$1,912

$5,698-66.4%

$13,880-86.2%

$4,645-58.8%

THE CRISIS CENTER OF BIRMINGHAM, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CRISIS CENTER OF BIRMINGHAM, INC. 403(B) 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