Retirement plan

FORT BEND REGIONAL COUNCIL ON SUBSTANCE ABUSE, INC.

Name: FORT BEND REGIONAL COUNCIL ON - FORT BEND REGIONAL COUNCIL ON SUBSTANCE ABUSE, INC. (2022) Form 5500
Creator: FORT BEND REGIONAL COUNCIL ON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FORT BEND REGIONAL COUNCIL ON SUBSTANCE ABUSE, INC., FORT BEND REGIONAL COUNCIL ON

FORT BEND REGIONAL COUNCIL ONEIN 74-1873333Plan #001PY 2022

10435 GREENBOUGH DR STE 250 - STAFFORD, TX 774775034281-207-2400fortbendcouncil.orgLinkedIn11-50 employeesreal estate

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

-8.3% from 2021

Total participants

+8.3% from 2021

Average account balance

$27,575

-6.2% from 2021

Annual return

-14.18%

-27.76 pp from 2021

Benchmarks

See 19,709 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,709 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.89M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$116K

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

+11.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$521

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 codes2G3D2J

Plan features

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.
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

$9K

$303 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.774%

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

$27,575

$73,839-62.7%

$143,788-80.8%

$68,495-59.7%

Participation rate

74.2%

66.7%+7.5pp

80.3%-6.1pp

67.9%+6.3pp

Annual return

-14.18%

1.01%-15.2pp

-0.03%-14.1pp

-7.84%-6.3pp

Employer contribution / active EE

$1,644

$3,184-48.4%

$4,952-66.8%

$2,596-36.7%

Participant deferral / active EE

$1,351

$3,384-60.1%

$5,638-76.0%

$4,028-66.5%

Admin fee / account holder

$214

$5,755-96.3%

$14,675-98.5%

$5,403-96.0%

FORT BEND REGIONAL COUNCIL ON SUBSTANCE ABUSE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FORT BEND REGIONAL COUNCIL ON SUBSTANCE ABUSE, INC.

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