Retirement plan

CHILDREN'S RESCUE FUND 401(K) SAVINGS PLAN

Name: CHILDRENS RESCUE FUND - CHILDREN'S RESCUE FUND 401(K) SAVINGS PLAN (2017) Form 5500
Creator: CHILDRENS RESCUE FUND
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILDREN'S RESCUE FUND 401(K) SAVINGS PLAN, CHILDRENS RESCUE FUND

CHILDRENS RESCUE FUNDEIN 13-3486829Plan #001PY 2017

1520 BROOK AVENUE - BRONX, NY 10457718-299-3819

Prospect flagsLow participationLow assets / participantLow employer contributionLow participant contribution

How to read this page

Total assets (EOY)

$1.6M

+22.9% from 2016

Total participants

101

-15.1% from 2016

Average account balance

$25,124

+26.8% from 2016

Annual return

13.68%

+9.28 pp from 2016

Benchmarks

See 7,574 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,574 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.92M

Not enough data

1 years with asset history on file

Average account balance

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

$16K

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.

180

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.

90.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$421K

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

+14.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1633

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

Top 10 of 11 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC3+ years Service code 15 · EIN 52-1309931	Recordkeeping	$1,200
EAGLEASSET3+ years Service code 28 · EIN 59-3171014	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL2 years Filed as: FIDELITY FUNDS Service code 28	Investment Management	$0
HARBOR3+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462	Investment Management	$0
HARBOR1 year Filed as: HARBOR FUNDS Service code 28	Investment Management	$0
INVESCO3+ years Service code 28 · EIN 26-4521338	Investment Management	$0
RIDGEWORTH1 year Filed as: KAYNE Service code 28 · EIN 95-4191764	Investment Management	$0
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048	Investment Management	$0
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE Service code 15	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T

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.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Opportunity flags

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$13 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.076%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MARVIN AND COMPANY, P.C.
Auditor EIN: 141567343
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,124

$100,060-74.9%

$149,721-83.2%

$70,126-64.2%

Participation rate

57.8%

83.6%-25.8pp

87.1%-29.3pp

69.5%-11.8pp

Annual return

13.68%

27.46%-13.8pp

1501.67%-1488.0pp

73.15%-59.5pp

Employer contribution / active EE

$698

$3,661-80.9%

$5,444-87.2%

$2,343-70.2%

Participant deferral / active EE

$1,620

$4,982-67.5%

$6,568-75.3%

$3,332-51.4%

Admin fee / account holder

$19

$8,285-99.8%

$11,282-99.8%

$4,645-99.6%

Provider

Service type

Compensation

T ROWE PRICE RPS INC3+ years

Service code 15 · EIN 52-1309931

Recordkeeping

$1,200

EAGLEASSET3+ years

Service code 28 · EIN 59-3171014

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL2 years

Filed as: FIDELITY FUNDS

Service code 28

Investment Management

HARBOR3+ years

Filed as: HARBOR CAPITAL

Service code 28 · EIN 04-2679462

Investment Management

HARBOR1 year

Filed as: HARBOR FUNDS

Service code 28

Investment Management

INVESCO3+ years

Service code 28 · EIN 26-4521338

Investment Management

RIDGEWORTH1 year

Filed as: KAYNE

Service code 28 · EIN 95-4191764

Investment Management

PIMCO FUNDS3+ years

Filed as: PIMCO

Service code 28 · EIN 33-0629048

Investment Management

T ROWE PRICE RPS INC3+ years

Filed as: T ROWE PRICE

Service code 15

Recordkeeping

CHILDREN'S RESCUE FUND 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHILDREN'S RESCUE FUND 401(K) SAVINGS 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