Retirement plan

CHILD CARE CONSULTANTS, INC. 401(K) PLAN

Name: CHILD CARE CONSULTANTS, INC. - CHILD CARE CONSULTANTS, INC. 401(K) PLAN (2022) Form 5500
Creator: CHILD CARE CONSULTANTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILD CARE CONSULTANTS, INC. 401(K) PLAN, CHILD CARE CONSULTANTS, INC.

CHILD CARE CONSULTANTS, INC.EIN 22-2842846Plan #001PY 2022

29 N. DUKE STREET - YORK, PA 17401717-968-8405childcareconsultants.orgLinkedIn51-200 employeesconsumer services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

-2.6% from 2021

Total participants

+6.6% from 2021

Average account balance

$24,256

-12.4% from 2021

Annual return

-18.91%

-35.18 pp from 2021

Benchmarks

See 19,706 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,706 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.35M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

98.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$507K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+21.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1806

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 codes2E2F2J2T3D

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).
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

$24K

$305 / participant

Other / not subdivided$24K100.0%

% of EOY assets

1.239%

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

$24,256

$73,848-67.2%

$143,799-83.1%

$68,486-64.6%

Participation rate

97.4%

66.7%+30.8pp

80.3%+17.1pp

67.9%+29.5pp

Annual return

-18.91%

0.91%-19.8pp

-0.04%-18.9pp

-7.85%-11.1pp

Employer contribution / active EE

$1,899

$3,184-40.4%

$4,952-61.6%

$2,597-26.8%

Participant deferral / active EE

$2,523

$3,385-25.5%

$5,638-55.3%

$4,028-37.4%

Admin fee / account holder

$301

$5,755-94.8%

$14,677-98.0%

$5,404-94.4%

CHILD CARE CONSULTANTS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHILD CARE CONSULTANTS, INC. 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