Retirement plan

EMPLOYEE BENEFIT PLAN OF COMMUNITY SERVICES, INC.

Name: COMMUNITY SERVICES, INC. - EMPLOYEE BENEFIT PLAN OF COMMUNITY SERVICES, INC. (2020) Form 5500
Creator: COMMUNITY SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF COMMUNITY SERVICES, INC., COMMUNITY SERVICES, INC.

COMMUNITY SERVICES, INC.EIN 93-0984702Plan #002PY 2020

14215 NW SCIENCE PARK DR - PORTLAND, OR 972295416503-648-6415LinkedIn51-200 employeesindividual & family services

Other plans on this EIN

1 filing

#001Retirement-$1.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+19.0% from 2019

Total participants

107

+8.1% from 2019

Average account balance

$15,362

+20.2% from 2019

Annual return

12.16%

-7.05 pp from 2019

Benchmarks

See 18,639 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,639 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.36M

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

74.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$147K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+14.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2417

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 codes2F2G2T3D

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.
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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$73K

$977 / participant

Other / not subdivided$73K100.0%

% of EOY assets

4.865%

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

$15,362

$91,194-83.2%

$178,486-91.4%

$79,860-80.8%

Participation rate

88.0%

69.2%+18.8pp

81.9%+6.1pp

69.6%+18.4pp

Annual return

12.16%

24.19%-12.0pp

151.08%-138.9pp

31.72%-19.6pp

Employer contribution / active EE

$1,186

$3,256-63.6%

$5,011-76.3%

$2,471-52.0%

Participant deferral / active EE

$921

$3,236-71.5%

$5,202-82.3%

$3,740-75.4%

Admin fee / account holder

$747

$6,751-88.9%

$13,985-94.7%

$5,306-85.9%

EMPLOYEE BENEFIT PLAN OF COMMUNITY SERVICES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF COMMUNITY SERVICES, 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