Retirement plan

FAMILY SUPPORT SERVICES RETIREMENT PLAN

Name: FAMILY SUPPORT SERVICES - FAMILY SUPPORT SERVICES RETIREMENT PLAN (2017) Form 5500
Creator: FAMILY SUPPORT SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FAMILY SUPPORT SERVICES RETIREMENT PLAN, FAMILY SUPPORT SERVICES

FAMILY SUPPORT SERVICESEIN 94-3108205Plan #001PY 2017

401 GRAND AVENUE STE 500 - OAKLAND, CA 946105054510-834-2443fssba.orgLinkedIn51-200 employeesindividual & family services

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2M

+18.5% from 2016

Total participants

116

+8.4% from 2016

Average account balance

$21,452

+21.1% from 2016

Annual return

10.06%

+10.40 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.63M

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

64.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$113K

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

+9.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3907

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 codes2J2L2M2S2T3D

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$16K

$219 / participant

Other / not subdivided$16K100.0%

% of EOY assets

0.814%

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

$21,452

$84,236-74.5%

$170,435-87.4%

$70,126-69.4%

Participation rate

70.7%

70.8%-0.2pp

83.6%-12.9pp

69.5%+1.1pp

Annual return

10.06%

23.06%-13.0pp

205.94%-195.9pp

73.15%-63.1pp

Employer contribution / active EE

$550

$3,387-83.8%

$5,432-89.9%

$2,343-76.5%

Participant deferral / active EE

$1,592

$3,086-48.4%

$4,939-67.8%

$3,332-52.2%

Admin fee / account holder

$175

$5,698-96.9%

$13,881-98.7%

$4,645-96.2%

FAMILY SUPPORT SERVICES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FAMILY SUPPORT SERVICES RETIREMENT PLAN

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