Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF THE CHILDREN'S SERVICE SOCIETY OF UTAH

Name: THE CHILDREN'S SERVICE SOCIETY OF UTAH - 403(B) THRIFT PLAN FOR EMPLOYEES OF THE CHILDREN'S SERVICE SOCIETY OF UTAH (2024) Form 5500
Creator: THE CHILDREN'S SERVICE SOCIETY OF UTAH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF THE CHILDREN'S SERVICE SOCIETY OF UTAH, THE CHILDREN'S SERVICE SOCIETY OF UTAH

THE CHILDREN'S SERVICE SOCIETY OF UTAHEIN 87-0212451Plan #003PY 2024

655 E 4500 S STE 200 - SALT LAKE CITY, UT 84107801-355-7444cssutah.orgLinkedIn11-50 employeescivic & social organization

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$1.6M

+20.9% from 2023

Total participants

113

+7.6% from 2023

Average account balance

$14,152

+13.2% from 2023

Annual return

14.56%

+2.64 pp from 2023

Benchmarks

See 21,729 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,729 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.65M

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

111

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.

191.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$139K

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

+12.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2107

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 codes2G2J2E2T

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.
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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$32K

$525 / participant

Other / not subdivided$32K100.0%

% of EOY assets

2.055%

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

$14,152

$81,276-82.6%

$155,574-90.9%

$80,925-82.5%

Participation rate

95.1%

66.2%+28.8pp

78.2%+16.9pp

67.7%+27.4pp

Annual return

14.56%

33.36%-18.8pp

64.87%-50.3pp

35.65%-21.1pp

Employer contribution / active EE

$1,358

$3,103-56.2%

$4,676-71.0%

$2,756-50.7%

Participant deferral / active EE

$492

$3,453-85.7%

$5,629-91.3%

$4,299-88.6%

Admin fee / account holder

$291

$7,993-96.4%

$15,914-98.2%

$6,940-95.8%

403(B) THRIFT PLAN FOR EMPLOYEES OF THE CHILDREN'S SERVICE SOCIETY OF UTAH

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF THE CHILDREN'S SERVICE SOCIETY OF UTAH

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