Retirement plan

ST. FRANCIS AREA DEVELOPMENTAL CENTER EMPLOYEE RETIREMENT PLAN

Name: ST. FRANCIS AREA DEVELOPMENTAL CENTER - ST. FRANCIS AREA DEVELOPMENTAL CENTER EMPLOYEE RETIREMENT PLAN (2022) Form 5500
Creator: ST. FRANCIS AREA DEVELOPMENTAL CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ST. FRANCIS AREA DEVELOPMENTAL CENTER EMPLOYEE RETIREMENT PLAN, ST. FRANCIS AREA DEVELOPMENTAL CENTER

ST. FRANCIS AREA DEVELOPMENTAL CENTEREIN 71-0445226Plan #001PY 2022

P.O. BOX 1857 - FORREST CITY, AR 723361857870-633-5270LinkedIn51-200 employeesmedical practice

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$1.2M

-9.6% from 2021

Total participants

244

+8.9% from 2021

Average account balance

$4,916

-17.0% from 2021

Annual return

-10.61%

-30.10 pp from 2021

Benchmarks

See 1,479 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants100-249

Cohort1,479 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.79M

Not enough data

1 years with asset history on file

Average account balance

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

$5K

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.

336

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.

97.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$187K

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

+10.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19

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

1 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
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 · EIN 82-4555287	Recordkeeping Fees	$6,847

Plan features & details

Pension benefit codes2E2G2J2K

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$9K

$61 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.721%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: LITTLE, SHANEYFELT & MARSHALL & CO.
Auditor EIN: 710804806
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$4,916

$60,989-91.9%

$60,899-91.9%

$66,930-92.7%

Participation rate

100.0%

74.5%+25.5pp

73.1%+26.9pp

69.8%+30.2pp

Annual return

-10.61%

-9.60%-1.0pp

16.92%-27.5pp

1.57%-12.2pp

Employer contribution / active EE

$789

$2,661-70.3%

$2,702-70.8%

$2,545-69.0%

Participant deferral / active EE

$108

$3,615-97.0%

$3,817-97.2%

$4,238-97.5%

Admin fee / account holder

$35

$338-89.5%

$3,225-98.9%

$593-94.0%

Provider

Service type

Compensation

AMERICAN FUNDS1 year

Filed as: CAPITAL GROUP RETIREMENT PLAN

Service code 64 · EIN 82-4555287

Recordkeeping Fees

$6,847

ST. FRANCIS AREA DEVELOPMENTAL CENTER EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ST. FRANCIS AREA DEVELOPMENTAL CENTER EMPLOYEE RETIREMENT 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