Retirement plan

BRISTOL PRE-SCHOOL CHILD CARE CENTER, INC. 401K PLAN

Name: BRISTOL PRESCHOOL CHILD CARE CENTER, INC. - BRISTOL PRE-SCHOOL CHILD CARE CENTER, INC. 401K PLAN (2016) Form 5500
Creator: BRISTOL PRESCHOOL CHILD CARE CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRISTOL PRE-SCHOOL CHILD CARE CENTER, INC. 401K PLAN, BRISTOL PRESCHOOL CHILD CARE CENTER, INC.

BRISTOL PRESCHOOL CHILD CARE CENTER, INC.EIN 06-0865775Plan #001PY 2016

339 WEST ST - BRISTOL, CT 060104910860-583-0306bristolpreschool.comLinkedIn11-50 employeesindividual & family services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+12.5% from 2015

Total participants

+10.6% from 2015

Average account balance

$21,290

-15.6% from 2015

Annual return

6.38%

+7.15 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

$773K

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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.

122.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

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

+16.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$393

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 codes2E2F2J3D2H

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

$465

$15 / participant

Other / not subdivided$465100.0%

% of EOY assets

0.042%

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

$21,290

$77,638-72.6%

$156,551-86.4%

$62,881-66.1%

Participation rate

100.0%

71.2%+28.8pp

84.0%+16.0pp

69.3%+30.7pp

Annual return

6.38%

50.33%-43.9pp

32.23%-25.8pp

20.14%-13.8pp

Employer contribution / active EE

$1,026

$3,444-70.2%

$5,501-81.3%

$2,281-55.0%

Participant deferral / active EE

$850

$3,046-72.1%

$4,871-82.6%

$3,203-73.5%

Admin fee / account holder

$5,561-99.8%

$13,028-99.9%

$4,296-99.8%

BRISTOL PRE-SCHOOL CHILD CARE CENTER, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRISTOL PRE-SCHOOL CHILD CARE CENTER, INC. 401K 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