Retirement plan

403 B THRIFT PLAN OF COMMUNITIES IN SCHOOLS OF WASHINGTON STATE

Name: COMMUNITIES IN SCHOOLS OF WASHINGTO N STATE - 403 B THRIFT PLAN OF COMMUNITIES IN SCHOOLS OF WASHINGTON STATE (2017) Form 5500
Creator: COMMUNITIES IN SCHOOLS OF WASHINGTO N STATE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403 B THRIFT PLAN OF COMMUNITIES IN SCHOOLS OF WASHINGTON STATE, COMMUNITIES IN SCHOOLS OF WASHINGTO N STATE

COMMUNITIES IN SCHOOLS OF WASHINGTO N STATEEIN 91-1541026Plan #003PY 2017

1010 S 336TH ST STE 205 - FEDERAL WAY, WA 980037354253-248-1991ciswa.orgLinkedIn1-10 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$149K

+50.8% from 2016

Total participants

-16.7% from 2016

Average account balance

$29,840

+50.8% from 2016

Annual return

18.33%

+11.64 pp from 2016

Benchmarks

See 5,614 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,614 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$516K

Not enough data

1 years with asset history on file

Average account balance

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

$11K

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.

92.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

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

+25.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$223

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 codes2L2S

Plan features

2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$74

$19 / participant

Other / not subdivided$74100.0%

% of EOY assets

0.050%

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

$29,840

$73,546-59.4%

$63,018-52.6%

$147,586-79.8%

Participation rate

100.0%

77.9%+22.1pp

74.8%+25.2pp

82.8%+17.2pp

Annual return

18.33%

175.56%-157.2pp

87.62%-69.3pp

578.59%-560.3pp

Employer contribution / active EE

$1,626

$3,324-51.1%

$2,761-41.1%

$4,876-66.7%

Participant deferral / active EE

$6,400

$4,185+52.9%

$3,330+92.2%

$5,439+17.7%

Admin fee / account holder

$15

$5,956-99.8%

$3,601-99.6%

$10,886-99.9%

403 B THRIFT PLAN OF COMMUNITIES IN SCHOOLS OF WASHINGTON STATE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403 B THRIFT PLAN OF COMMUNITIES IN SCHOOLS OF WASHINGTON STATE

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