Retirement plan

403(B) THRIFT PLAN OF FAMILY CRISIS CENTER

Name: FAMILY CRISIS CENTER - 403(B) THRIFT PLAN OF FAMILY CRISIS CENTER (2020) Form 5500
Creator: FAMILY CRISIS CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF FAMILY CRISIS CENTER, FAMILY CRISIS CENTER

FAMILY CRISIS CENTEREIN 74-2304542Plan #001PY 2020

PO BOX 736 - BASTROP, TX 786020736512-321-7760family-crisis-center.orgLinkedIn1-10 employeesindividual & family services

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$903K

+16.6% from 2019

Total participants

-8.8% from 2019

Average account balance

$12,722

+24.8% from 2019

Annual return

14.74%

-6.38 pp from 2019

Benchmarks

See 18,633 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,633 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$932K

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

155.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+10.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26292

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 codes2F2G2S2T

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

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

$62K

$1599 / participant

Other / not subdivided$62K100.0%

% of EOY assets

6.904%

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

$12,722

$91,179-86.0%

$178,499-92.9%

$79,852-84.1%

Participation rate

94.9%

69.2%+25.7pp

81.9%+12.9pp

69.6%+25.2pp

Annual return

14.74%

24.19%-9.5pp

151.10%-136.4pp

31.72%-17.0pp

Employer contribution / active EE

$680

$3,256-79.1%

$5,011-86.4%

$2,471-72.5%

Participant deferral / active EE

$1,266

$3,236-60.9%

$5,202-75.7%

$3,740-66.1%

Admin fee / account holder

$878

$6,749-87.0%

$13,986-93.7%

$5,306-83.4%

403(B) THRIFT PLAN OF FAMILY CRISIS CENTER

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF FAMILY CRISIS CENTER

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