Retirement plan

THE CHILDREN'S HEALTH MARKET, INC. 401(K) PROFIT SHARING PLAN

Name: THE CHILDREN'S HEALTH MARKET, INC. - THE CHILDREN'S HEALTH MARKET, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: THE CHILDREN'S HEALTH MARKET, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CHILDREN'S HEALTH MARKET, INC. 401(K) PROFIT SHARING PLAN, THE CHILDREN'S HEALTH MARKET, INC.

THE CHILDREN'S HEALTH MARKET, INC.EIN 06-1223648Plan #003PY 2016

27 CANNON ROAD - SUITE 1B, P.O. BOX 7294 - WILTON, CT 06897203-762-2938thegreatbodyshop.netLinkedIn11-50 employeespublishing

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1M

+3.0% from 2015

Total participants

-9.1% from 2015

Average account balance

$100,700

-38.2% from 2015

Annual return

0.01%

+0.01 pp from 2015

Benchmarks

See 5,384 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,384 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.36M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+2.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16040

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 codes2E2G2J3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$47K

$4680 / participant

Other / not subdivided$47K100.0%

% of EOY assets

4.648%

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

$100,700

$65,712+53.2%

$57,196+76.1%

$273,972-63.2%

Participation rate

100.0%

78.3%+21.7pp

75.3%+24.7pp

83.0%+17.0pp

Annual return

0.01%

22.01%-22.0pp

14.59%-14.6pp

41.46%-41.4pp

Employer contribution / active EE

$3,296

$3,280+0.5%

$2,683+22.9%

$4,869-32.3%

Participant deferral / active EE

$4,280

$3,782+13.2%

$3,096+38.2%

$5,287-19.1%

Admin fee / account holder

$4,680

$4,838-3.2%

$3,141+49.0%

$10,133-53.8%

THE CHILDREN'S HEALTH MARKET, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CHILDREN'S HEALTH MARKET, INC. 401(K) 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