Retirement plan

403(B) THRIFT PLAN OF CHILD ABUSE LISTENING MEDIATION

Name: CHILD ABUSE LISTENING MEDIATION - 403(B) THRIFT PLAN OF CHILD ABUSE LISTENING MEDIATION (2020) Form 5500
Creator: CHILD ABUSE LISTENING MEDIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF CHILD ABUSE LISTENING MEDIATION, CHILD ABUSE LISTENING MEDIATION

CHILD ABUSE LISTENING MEDIATIONEIN 23-7097910Plan #001PY 2020

1236 CHAPALA ST - SANTA BARBARA, CA 931013116805-965-2376calm4kids.orgLinkedIn51-200 employeesmental health care

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.9M

+16.4% from 2019

Total participants

0.0% from 2019

Average account balance

$31,821

+20.2% from 2019

Annual return

13.75%

-5.38 pp from 2019

Benchmarks

See 18,633 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,633 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.71M

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.

100

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.

113.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$433K

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

+14.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4328

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 codes2F2T3D

Plan features

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).
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$244K

$3249 / participant

Other / not subdivided$244K100.0%

% of EOY assets

8.323%

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

$31,821

$91,179-65.1%

$178,499-82.2%

$79,852-60.1%

Participation rate

92.0%

69.2%+22.8pp

81.9%+10.1pp

69.6%+22.4pp

Annual return

13.75%

24.19%-10.4pp

151.10%-137.4pp

31.72%-18.0pp

Employer contribution / active EE

$1,036

$3,256-68.2%

$5,011-79.3%

$2,471-58.1%

Participant deferral / active EE

$3,106

$3,236-4.0%

$5,202-40.3%

$3,740-17.0%

Admin fee / account holder

$2,649

$6,749-60.8%

$13,986-81.1%

$5,306-50.1%

403(B) THRIFT PLAN OF CHILD ABUSE LISTENING MEDIATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF CHILD ABUSE LISTENING MEDIATION

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