Retirement plan

CHANNING CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: CHANNING CAPITAL MANAGEMENT, LLC - CHANNING CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: CHANNING CAPITAL MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHANNING CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST, CHANNING CAPITAL MANAGEMENT, LLC

CHANNING CAPITAL MANAGEMENT, LLCEIN 20-0626809Plan #001PY 2019

10 SOUTH LASALLE STREET, SUITE 2401 - CHICAGO, IL 60603312-223-0211channingcapital.comLinkedIn11-50 employeesinvestment management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.7M

+55.9% from 2018

Total participants

+4.0% from 2018

Average account balance

$75,666

+41.7% from 2018

Annual return

23.62%

-33.05 pp from 2018

Benchmarks

See 31,999 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,999 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$3.44M

Not enough data

1 years with asset history on file

Average account balance

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

$138K

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.

92.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$502K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+9.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$36022

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2T3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$779

$32 / participant

Other / not subdivided$779100.0%

% of EOY assets

0.047%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$75,666

$183,963-58.9%

$162,163-53.3%

$152,861-50.5%

Participation rate

83.3%

88.5%-5.2pp

87.6%-4.2pp

82.4%+0.9pp

Annual return

23.62%

150.76%-127.1pp

115.59%-92.0pp

345.32%-321.7pp

Employer contribution / active EE

$4,039

$6,371-36.6%

$5,614-28.1%

$4,762-15.2%

Participant deferral / active EE

$10,337

$8,034+28.7%

$7,298+41.6%

$5,850+76.7%

Admin fee / account holder

$35

$13,121-99.7%

$10,843-99.7%

$11,596-99.7%

CHANNING CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHANNING CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST

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