Retirement plan

CANCER SUPPORT COMMUNITY REDONDO BEACH 401(K) PLAN

Name: CANCER SUPPORT COMMUNITY REDONDO BEACH - CANCER SUPPORT COMMUNITY REDONDO BEACH 401(K) PLAN (2021) Form 5500
Creator: CANCER SUPPORT COMMUNITY REDONDO BEACH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CANCER SUPPORT COMMUNITY REDONDO BEACH 401(K) PLAN, CANCER SUPPORT COMMUNITY REDONDO BEACH

CANCER SUPPORT COMMUNITY REDONDO BEACHEIN 95-4076131Plan #001PY 2021

109 W. TORRANCE BLVD., SUITE 100 - REDONDO BEACH, CA 90277310-376-3550cscsouthbay.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$164K

+101.6% from 2020

Total participants

+25.0% from 2020

Average account balance

$16,440

+61.3% from 2020

Annual return

15.49%

+15.49 pp from 2020

Benchmarks

See 37,642 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort37,642 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$489K

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$117K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2577

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$329 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.602%

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

$16,440

$109,863-85.0%

$98,477-83.3%

$167,518-90.2%

Participation rate

100.0%

75.8%+24.2pp

73.3%+26.7pp

82.1%+17.9pp

Annual return

15.49%

1958.09%-1942.6pp

1493.59%-1478.1pp

478.71%-463.2pp

Employer contribution / active EE

$2,823

$3,225-12.5%

$2,961-4.6%

$4,838-41.7%

Participant deferral / active EE

$5,952

$4,673+27.4%

$4,276+39.2%

$6,342-6.2%

Admin fee / account holder

$263

$6,755-96.1%

$5,951-95.6%

$12,312-97.9%

CANCER SUPPORT COMMUNITY REDONDO BEACH 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CANCER SUPPORT COMMUNITY REDONDO BEACH 401(K) 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