Retirement plan

401(K) PROFIT SHARING PLAN OF INTERFAITH COMMUNITY SERVICES, INC.

Name: INTERFAITH COMMUNITY SERVICES, INC. - 401(K) PROFIT SHARING PLAN OF INTERFAITH COMMUNITY SERVICES, INC. (2016) Form 5500
Creator: INTERFAITH COMMUNITY SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN OF INTERFAITH COMMUNITY SERVICES, INC., INTERFAITH COMMUNITY SERVICES, INC.

INTERFAITH COMMUNITY SERVICES, INC.EIN 95-3837714Plan #001PY 2016

550 W WASHINGTON AVE STE B - ESCONDIDO, CA 92025760-489-6380interfaithservices.orgLinkedIn201-500 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$164K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$1.4M

+11.0% from 2015

Total participants

292

+57.8% from 2015

Average account balance

$5,070

-24.9% from 2015

Annual return

7.91%

+2.75 pp from 2015

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.37M

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.

484

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.

84.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.07M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.56%

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

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP2+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Account maintenance fees; Claims proc...	$1,637

Plan features & details

Pension benefit codes2E2F2G2J

Plan features

2E
Profit-sharing
Profit-sharing 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.
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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$5 / participant

Investment mgmt$1K100.0%

% of EOY assets

0.083%

all-in expense ratio

Categories reported

1 / 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: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$5,070

$46,732-89.2%

$156,551-96.8%

$55,167-90.8%

Participation rate

90.8%

65.8%+25.0pp

84.0%+6.8pp

69.0%+21.8pp

Annual return

7.91%

17.72%-9.8pp

32.23%-24.3pp

169.23%-161.3pp

Employer contribution / active EE

$476

$2,105-77.4%

$5,501-91.3%

$1,963-75.7%

Participant deferral / active EE

$731

$2,204-66.8%

$4,871-85.0%

$3,054-76.1%

Admin fee / account holder

$418-99.0%

$13,028-100.0%

$504-99.2%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Account maintenance fees; Claims proc...

$1,637

401(K) PROFIT SHARING PLAN OF INTERFAITH COMMUNITY SERVICES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN OF INTERFAITH 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