Retirement plan

BUTLER COUNTY CHILDREN'S CENTER, INC. EMPLOYEES SAVINGS TRUST

Name: BUTLER COUNTY CHILDRENS CENTER, INC. - BUTLER COUNTY CHILDREN'S CENTER, INC. EMPLOYEES SAVINGS TRUST (2016) Form 5500
Creator: BUTLER COUNTY CHILDRENS CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUTLER COUNTY CHILDREN'S CENTER, INC. EMPLOYEES SAVINGS TRUST, BUTLER COUNTY CHILDRENS CENTER, INC.

BUTLER COUNTY CHILDRENS CENTER, INC.EIN 25-1249750Plan #001PY 2016

139 RIEGER RD - BUTLER, PA 16001724-287-2761bcccinc.orgLinkedIn51-200 employeeseducation management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.7M

No prior year

Total participants

104

No prior year

Average account balance

$26,329

No prior year

Annual return

1.69%

No prior year

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.65M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

157

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$539K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$216

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
CPI QUALIFIED PLAN CONSULTANTS, INC1+ years Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530	Recordkeeping fees; Claims processing...	$8,917

Plan features & details

Pension benefit codes2E2F2G2J3D

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$7K

$82 / participant

Investment mgmt$4K55.2%
Contract admin$3K44.8%

% of EOY assets

0.271%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MAHER DUESSEL
Auditor EIN: 251622758
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,329

$77,638-66.1%

$156,551-83.2%

$62,881-58.1%

Participation rate

100.0%

71.2%+28.8pp

84.0%+16.0pp

69.3%+30.7pp

Annual return

1.69%

50.33%-48.6pp

32.23%-30.5pp

20.14%-18.5pp

Employer contribution / active EE

$1,328

$3,444-61.4%

$5,501-75.9%

$2,281-41.8%

Participant deferral / active EE

$845

$3,046-72.3%

$4,871-82.7%

$3,203-73.6%

Admin fee / account holder

$71

$5,561-98.7%

$13,028-99.5%

$4,296-98.3%

Provider

Service type

Compensation

CPI QUALIFIED PLAN CONSULTANTS, INC1+ years

Service code 12 · EIN 48-1205033

1809 24TH STREET · GREAT BEND, KS 67530

Recordkeeping fees; Claims processing...

$8,917

BUTLER COUNTY CHILDREN'S CENTER, INC. EMPLOYEES SAVINGS TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUTLER COUNTY CHILDREN'S CENTER, INC. EMPLOYEES SAVINGS 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