Retirement plan

CHDI TAX DEFERRED ANNUITY PLAN

Name: CHILD HEALTH & DEVELOPMENT INSTITUTE - CHDI TAX DEFERRED ANNUITY PLAN (2019) Form 5500
Creator: CHILD HEALTH & DEVELOPMENT INSTITUTE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHDI TAX DEFERRED ANNUITY PLAN, CHILD HEALTH & DEVELOPMENT INSTITUTE

CHILD HEALTH & DEVELOPMENT INSTITUTEEIN 06-1504725Plan #001PY 2019

270 FARMINGTON AVENUE, SUITE 367 - FARMINGTON, CT 06032860-679-1519LinkedIn51-200 employeese-learning

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$4.2M

-13.3% from 2018

Total participants

+27.9% from 2018

Average account balance

$75,477

-32.2% from 2018

Annual return

2.75%

-5.29 pp from 2018

Benchmarks

See 3,898 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,898 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.04M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

163.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$697K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+14.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5299

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 codes2E2F2G2L2T3D

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).
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

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

$1.2M

$38259 / participant

Other / not subdivided$1M100.0%

% of EOY assets

29.493%

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

$75,477

$45,087+67.4%

$69,483+8.6%

$72,976+3.4%

Participation rate

100.0%

68.5%+31.5pp

74.6%+25.4pp

69.5%+30.5pp

Annual return

2.75%

22.67%-19.9pp

28.99%-26.2pp

81.02%-78.3pp

Employer contribution / active EE

$6,945

$2,055+237.9%

$2,780+149.8%

$2,440+184.6%

Participant deferral / active EE

$7,231

$2,603+177.8%

$3,537+104.5%

$3,608+100.4%

Admin fee / account holder

$22,260

$3,057+628.2%

$3,841+479.5%

$5,124+334.4%

CHDI TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHDI TAX DEFERRED ANNUITY 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