Retirement plan

CAMBRIDGE EATING DISORDER CENTER 401K AND PROFIT SHARING PLAN

Name: CAMBRIDGE EATING DISORDER CENTER - CAMBRIDGE EATING DISORDER CENTER 401K AND PROFIT SHARING PLAN (2022) Form 5500
Creator: CAMBRIDGE EATING DISORDER CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMBRIDGE EATING DISORDER CENTER 401K AND PROFIT SHARING PLAN, CAMBRIDGE EATING DISORDER CENTER

CAMBRIDGE EATING DISORDER CENTEREIN 04-3497829Plan #001PY 2022

3 BOW ST STE 1 - CAMBRIDGE, MA 02138617-547-2255eatingdisordercenter.orgLinkedIn51-200 employeesmental health care

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$466K

-12.1% from 2021

Total participants

-34.7% from 2021

Average account balance

$11,088

+94.6% from 2021

Annual return

16.88%

+6.94 pp from 2021

Benchmarks

See 19,709 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,709 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$470K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

47.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$526

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

+11.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$384

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745	Recordkeeping	$2,933
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984	Other Services	$0
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISORS LLC Service code 49 1200 ASHWOOD PARKWAY · ATLANTA, GA 30308	Other Services	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$47 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.630%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CARON & BLETZER PLLC
Auditor EIN: 043499945
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$11,088

$73,839-85.0%

$143,788-92.3%

$68,495-83.8%

Participation rate

43.5%

66.7%-23.1pp

80.3%-36.8pp

67.9%-24.3pp

Annual return

16.88%

1.01%+15.9pp

-0.03%+16.9pp

-7.84%+24.7pp

Employer contribution / active EE

$3,184-100.0%

$4,952-100.0%

$2,596-100.0%

Participant deferral / active EE

$1,423

$3,384-58.0%

$5,638-74.8%

$4,028-64.7%

Admin fee / account holder

$70

$5,755-98.8%

$14,675-99.5%

$5,403-98.7%

Provider

Service type

Compensation

ADP BROKER-DEALER3 years

Filed as: ADP, INC.

Service code 15 · EIN 13-3036745

Recordkeeping

$2,933

ADP BROKER-DEALER3 years

Service code 49 · EIN 22-3319984

Other Services

CETERA ADVISOR NETWORKS LLC3 years

Filed as: CETERA ADVISORS LLC

Service code 49

1200 ASHWOOD PARKWAY · ATLANTA, GA 30308

Other Services

CAMBRIDGE EATING DISORDER CENTER 401K AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAMBRIDGE EATING DISORDER CENTER 401K AND PROFIT SHARING 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