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 (2019) 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 2019

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)

$1.2M

+3.1% from 2018

Total participants

+9.1% from 2018

Average account balance

$101,735

-5.5% from 2018

Annual return

1.01%

-0.31 pp from 2018

Benchmarks

See 6,050 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,050 peers

Snapshot2019

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

$90K

$7461 / participant

Other / not subdivided$90K100.0%

% of EOY assets

7.334%

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

$101,735

$77,449+31.4%

$69,483+46.4%

$152,909-33.5%

Participation rate

100.0%

78.1%+21.9pp

74.6%+25.4pp

82.5%+17.5pp

Annual return

1.01%

39.09%-38.1pp

28.99%-28.0pp

345.46%-344.5pp

Employer contribution / active EE

$5,000

$3,316+50.8%

$2,780+79.9%

$4,764+5.0%

Participant deferral / active EE

$4,567

$4,415+3.4%

$3,537+29.1%

$5,851-22.0%

Admin fee / account holder

$7,461

$6,210+20.1%

$3,841+94.2%

$11,601-35.7%

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