Retirement plan

FORT SMITH CHILDREN'S EMERGENCY SHELTER 401(K) PROFIT SHARING PLAN

Name: FORT SMITH CHILDREN'S EMERGENCY SH - FORT SMITH CHILDREN'S EMERGENCY SHELTER 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: FORT SMITH CHILDREN'S EMERGENCY SH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FORT SMITH CHILDREN'S EMERGENCY SHELTER 401(K) PROFIT SHARING PLAN, FORT SMITH CHILDREN'S EMERGENCY SH

FORT SMITH CHILDREN'S EMERGENCY SHEIN 71-0779347Plan #001PY 2020

3015 SOUTH 14TH - FORT SMITH, AR 72901479-783-0018childrensemergencyshelter.orgLinkedIn1-10 employees

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$164K

+23.7% from 2019

Total participants

0.0% from 2019

Average account balance

$27,383

+23.7% from 2019

Annual return

6.56%

-0.12 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$113K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

64.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+17.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$612

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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 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

$8K

$1674 / participant

Other / not subdivided$8K100.0%

% of EOY assets

5.094%

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

$27,383

$209,422-86.9%

$178,503-84.7%

$158,982-82.8%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

6.56%

188.81%-182.2pp

151.12%-144.6pp

302.99%-296.4pp

Employer contribution / active EE

$2,701

$5,707-52.7%

$5,011-46.1%

$4,763-43.3%

Participant deferral / active EE

$3,487

$5,955-41.4%

$5,202-33.0%

$5,983-41.7%

Admin fee / account holder

$1,395

$17,079-91.8%

$13,987-90.0%

$11,252-87.6%

FORT SMITH CHILDREN'S EMERGENCY SHELTER 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FORT SMITH CHILDREN'S EMERGENCY SHELTER 401(K) PROFIT SHARING 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