Retirement plan

CHILD GUIDANCE CLINIC FOR CENTRAL CONNECTICUT 401(A) DC

Name: CHILD GUIDANCE CLINIC FOR CENTRAL CONNECTICUT - CHILD GUIDANCE CLINIC FOR CENTRAL CONNECTICUT 401(A) DC (2016) Form 5500
Creator: CHILD GUIDANCE CLINIC FOR CENTRAL CONNECTICUT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILD GUIDANCE CLINIC FOR CENTRAL CONNECTICUT 401(A) DC, CHILD GUIDANCE CLINIC FOR CENTRAL CONNECTICUT

CHILD GUIDANCE CLINIC FOR CENTRAL CONNECTICUTEIN 06-0726055Plan #001PY 2016

CHILD GUIDANCE CLINIC FOR CENTRAL C, 384 PRATT STREET - MERIDEN, CT 064508627203-235-5767

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+51.3% from 2015

Total participants

-2.8% from 2015

Average account balance

$18,318

+58.1% from 2015

Annual return

57.19%

+56.79 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

$115K

$2061 / participant

Other / not subdivided$115K100.0%

% of EOY assets

9.404%

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

$18,318

$77,638-76.4%

$156,552-88.3%

$62,881-70.9%

Participation rate

96.4%

71.2%+25.2pp

84.0%+12.4pp

69.3%+27.1pp

Annual return

57.19%

50.33%+6.9pp

32.23%+25.0pp

20.14%+37.0pp

Employer contribution / active EE

$1,214

$3,444-64.8%

$5,501-77.9%

$2,281-46.8%

Participant deferral / active EE

$3,046-100.0%

$4,871-100.0%

$3,203-100.0%

Admin fee / account holder

$1,723

$5,561-69.0%

$13,028-86.8%

$4,296-59.9%

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