Retirement plan

DEFINED CONTRIBUTION PENSION PLAN FOR THE EMPLOYEES OF CHILDREN'S HOME SOCIETY OF CALIFORNIA

Name: CHILDREN'S HOME SOCIETY OF CALIFORNIA - DEFINED CONTRIBUTION PENSION PLAN FOR THE EMPLOYEES OF CHILDREN'S HOME SOCIETY OF CALIFORNIA (2022) Form 5500
Creator: CHILDREN'S HOME SOCIETY OF CALIFORNIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEFINED CONTRIBUTION PENSION PLAN FOR THE EMPLOYEES OF CHILDREN'S HOME SOCIETY OF CALIFORNIA, CHILDREN'S HOME SOCIETY OF CALIFORNIA

CHILDREN'S HOME SOCIETY OF CALIFORNIAEIN 95-1690976Plan #002PY 2022

1300 W FOURTH ST - LOS ANGELES, CA 90017213-240-5925chs-ca.orgLinkedIn201-500 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$12.3M

-4.5% from 2021

Total participants

311

+18.3% from 2021

Average account balance

$47,750

-5.3% from 2021

Annual return

-10.25%

-33.15 pp from 2021

Benchmarks

See 5,345 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,345 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.97M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

313

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.

95.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.10M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 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 codes2C2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$10 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.017%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ROGERS, CLEM & COMPANY
Auditor EIN: 952694521
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,750

$65,125-26.7%

$143,797-66.8%

$66,949-28.7%

Participation rate

73.1%

65.2%+7.9pp

80.3%-7.2pp

69.8%+3.3pp

Annual return

-10.25%

-11.13%+0.9pp

-0.04%-10.2pp

1.57%-11.8pp

Employer contribution / active EE

$4,253

$2,362+80.0%

$4,952-14.1%

$2,545+67.1%

Participant deferral / active EE

$2,920-100.0%

$5,638-100.0%

$4,239-100.0%

Admin fee / account holder

$503-98.4%

$14,679-99.9%

$594-98.7%

DEFINED CONTRIBUTION PENSION PLAN FOR THE EMPLOYEES OF CHILDREN'S HOME SOCIETY OF CALIFORNIA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEFINED CONTRIBUTION PENSION PLAN FOR THE EMPLOYEES OF CHILDREN'S HOME SOCIETY OF CALIFORNIA

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