Retirement plan

CHINATOWN COMMUNITY CHILDRENS CENTER 403(B)

Name: CHINATOWN COMMUNITY CHILDRENS CENTER - CHINATOWN COMMUNITY CHILDRENS CENTER 403(B) (2018) Form 5500
Creator: CHINATOWN COMMUNITY CHILDRENS CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHINATOWN COMMUNITY CHILDRENS CENTER 403(B), CHINATOWN COMMUNITY CHILDRENS CENTER

CHINATOWN COMMUNITY CHILDRENS CENTEREIN 23-7126354Plan #002PY 2018

979 CLAY STREET - SAN FRANCISCO, CA 941081527415-986-2528

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+9.6% from 2017

Total participants

-19.4% from 2017

Average account balance

$46,895

+1.8% from 2017

Annual return

4.69%

-1.83 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.57M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

138.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$465K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+8.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2384

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 codes2F2G2L2M2T

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).
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

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

$21K

$1898 / participant

Other / not subdivided$21K100.0%

% of EOY assets

1.590%

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

$46,895

$180,459-74.0%

$154,108-69.6%

$135,380-65.4%

Participation rate

90.9%

87.4%+3.5pp

83.0%+7.9pp

82.6%+8.3pp

Annual return

4.69%

888.21%-883.5pp

735.21%-730.5pp

519.81%-515.1pp

Employer contribution / active EE

$3,009

$6,035-50.1%

$5,298-43.2%

$4,779-37.0%

Participant deferral / active EE

$4,243

$5,806-26.9%

$5,081-16.5%

$5,609-24.4%

Admin fee / account holder

$746

$16,145-95.4%

$13,411-94.4%

$10,828-93.1%

CHINATOWN COMMUNITY CHILDRENS CENTER 403(B)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHINATOWN COMMUNITY CHILDRENS CENTER 403(B)

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