Retirement plan

CHILD GUIDANCE CLINIC FOR CENTRAL CONNECTICUT 401(A) DC

Name: COMMUNITY GUIDANCE CLINIC FOR CENTRAL CONNECTICUT INCORPORATED - CHILD GUIDANCE CLINIC FOR CENTRAL CONNECTICUT 401(A) DC (2024) Form 5500
Creator: COMMUNITY GUIDANCE CLINIC FOR CENTRAL CONNECTICUT INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILD GUIDANCE CLINIC FOR CENTRAL CONNECTICUT 401(A) DC, COMMUNITY GUIDANCE CLINIC FOR CENTRAL CONNECTICUT INCORPORATED

COMMUNITY GUIDANCE CLINIC FOR CENTRAL CONNECTICUT INCORPORATEDEIN 06-0726055Plan #001PY 2024

COMMUNITY GUIDANCE CLINIC FOR CENTR, 384 PRATT STREET - MERIDEN, CT 064508627

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.3M

+14.4% from 2023

Total participants

+3.8% from 2023

Average account balance

$28,764

+10.2% from 2023

Annual return

13.06%

-1.36 pp from 2023

Benchmarks

See 21,742 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,742 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.33M

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

98.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$89K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$759

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 codes2C2G

Plan features

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

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$62K

$1230 / participant

Other / not subdivided$62K100.0%

% of EOY assets

2.640%

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

$28,764

$81,262-64.6%

$155,602-81.5%

$80,911-64.4%

Participation rate

98.0%

66.2%+31.8pp

78.2%+19.8pp

67.6%+30.4pp

Annual return

13.06%

33.34%-20.3pp

64.81%-51.7pp

35.63%-22.6pp

Employer contribution / active EE

$1,785

$3,102-42.5%

$4,675-61.8%

$2,756-35.2%

Participant deferral / active EE

$3,451-100.0%

$5,629-100.0%

$4,297-100.0%

Admin fee / account holder

$759

$7,992-90.5%

$15,923-95.2%

$6,935-89.0%

CHILD GUIDANCE CLINIC FOR CENTRAL CONNECTICUT 401(A) DC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHILD GUIDANCE CLINIC FOR CENTRAL CONNECTICUT 401(A) DC

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