Retirement plan

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

Name: CHAMPLAIN VALLEY FAMILY CENTER FOR DRUG TREATMENT&YOUTH SERVICES,INC. - CHAMPLAIN VALLEY FAMILY CENTER FOR DRUG TREATMENT & YOUTH SERVICES, INC. SAVINGS & RETIREMENT PLAN (2023) Form 5500
Creator: CHAMPLAIN VALLEY FAMILY CENTER FOR DRUG TREATMENT&YOUTH SERVICES,INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAMPLAIN VALLEY FAMILY CENTER FOR DRUG TREATMENT & YOUTH SERVICES, INC. SAVINGS & RETIREMENT PLAN, CHAMPLAIN VALLEY FAMILY CENTER FOR DRUG TREATMENT&YOUTH SERVICES,INC.

CHAMPLAIN VALLEY FAMILY CENTER FOR DRUG TREATMENT&YOUTH SERVICES,INC.EIN 14-1638308Plan #002PY 2023

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.1M

+23.9% from 2022

Total participants

+17.5% from 2022

Average account balance

$34,415

+4.8% from 2022

Annual return

18.72%

+30.18 pp from 2022

Benchmarks

See 20,801 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,801 peers

Snapshot2023

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

$81K

$1356 / participant

Other / not subdivided$81K100.0%

% of EOY assets

2.597%

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

$34,415

$77,908-55.8%

$149,696-77.0%

$75,173-54.2%

Participation rate

95.0%

65.6%+29.4pp

78.8%+16.2pp

67.2%+27.8pp

Annual return

18.72%

31.73%-13.0pp

134.46%-115.7pp

160.72%-142.0pp

Employer contribution / active EE

$1,803

$3,138-42.5%

$4,821-62.6%

$2,671-32.5%

Participant deferral / active EE

$1,698

$3,411-50.2%

$5,682-70.1%

$4,126-58.9%

Admin fee / account holder

$894

$5,950-85.0%

$13,212-93.2%

$5,651-84.2%

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