Retirement plan

CHAMPLAIN VALLEY FAMILY CENTER FOR DRUG TREATMENT & YOUTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN

Name: CHAMPLAIN VALLEY FAMILY CENTER FOR DRUG TREATMEN - CHAMPLAIN VALLEY FAMILY CENTER FOR DRUG TREATMENT & YOUTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN (2021) Form 5500
Creator: CHAMPLAIN VALLEY FAMILY CENTER FOR DRUG TREATMEN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAMPLAIN VALLEY FAMILY CENTER FOR DRUG TREATMENT & YOUTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN, CHAMPLAIN VALLEY FAMILY CENTER FOR DRUG TREATMEN

CHAMPLAIN VALLEY FAMILY CENTER FOR DRUG TREATMENEIN 14-1638308Plan #002PY 2021

20 AMPERSAND DRIVE - PLATTSBURGH, NY 12901518-561-8480LinkedIn51-200 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.6M

+22.3% from 2020

Total participants

0.0% from 2020

Average account balance

$40,743

+20.4% from 2020

Annual return

15.06%

-3.95 pp from 2020

Benchmarks

See 18,809 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,809 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.12M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

101

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.

148.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$299K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+19.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3885

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 codes2E2G2J2T3D

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$23K

$529 / participant

Other / not subdivided$23K100.0%

% of EOY assets

0.859%

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

$40,743

$95,383-57.3%

$185,837-78.1%

$85,856-52.5%

Participation rate

100.0%

68.8%+31.2pp

81.7%+18.3pp

69.3%+30.7pp

Annual return

15.06%

23.59%-8.5pp

122.08%-107.0pp

318.58%-303.5pp

Employer contribution / active EE

$2,267

$3,313-31.6%

$5,168-56.1%

$2,565-11.6%

Participant deferral / active EE

$1,870

$3,423-45.4%

$5,568-66.4%

$3,952-52.7%

Admin fee / account holder

$350

$7,213-95.1%

$16,241-97.8%

$6,261-94.4%

CHAMPLAIN VALLEY FAMILY CENTER FOR DRUG TREATMENT & YOUTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHAMPLAIN VALLEY FAMILY CENTER FOR DRUG TREATMENT & YOUTH SERVICES, INC. SAVINGS AND RETIREMENT 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