Retirement plan

THE TALCOTT CENTER FOR CHILD DEVELOPMENT 401(K) PLAN

Name: THE TALCOTT CENTER FOR CHILD DEVELOPMENT - THE TALCOTT CENTER FOR CHILD DEVELOPMENT 401(K) PLAN (2015) Form 5500
Creator: THE TALCOTT CENTER FOR CHILD DEVELOPMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE TALCOTT CENTER FOR CHILD DEVELOPMENT 401(K) PLAN, THE TALCOTT CENTER FOR CHILD DEVELOPMENT

THE TALCOTT CENTER FOR CHILD DEVELOPMENTEIN 20-0879238Plan #001PY 2015

230 FARMINGTON AVENUE - FARMINGTON, CT 06032860-674-1824thetalcottcenter.comLinkedIn11-50 employeeshealth, wellness and fitness

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$312K

No prior year

Total participants

No prior year

Average account balance

$38,956

No prior year

Annual return

-3.95%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.37M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

37.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$89K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+15.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1509

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 codes2E2F2G2J2T3D

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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$393 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.504%

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

$38,956

$168,635-76.9%

$147,617-73.6%

$125,389-68.9%

Participation rate

50.0%

88.8%-38.8pp

84.6%-34.6pp

83.2%-33.2pp

Annual return

-3.95%

77.65%-81.6pp

61.98%-65.9pp

282.24%-286.2pp

Employer contribution / active EE

$1,506

$6,252-75.9%

$5,564-72.9%

$4,866-69.1%

Participant deferral / active EE

$9,313

$5,507+69.1%

$4,895+90.2%

$5,352+74.0%

Admin fee / account holder

$196

$13,580-98.6%

$11,612-98.3%

$9,541-97.9%

THE TALCOTT CENTER FOR CHILD DEVELOPMENT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE TALCOTT CENTER FOR CHILD DEVELOPMENT 401(K) 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