Retirement plan

TEACHER INSURANCE AND ANNUITY ASSOCIATION COLLEGE RETIREMENT EQUITIES FUND

Name: OVERFIELD EARLY CHILDHOOD PROGRAM, INC - TEACHER INSURANCE AND ANNUITY ASSOCIATION COLLEGE RETIREMENT EQUITIES FUND (2022) Form 5500
Creator: OVERFIELD EARLY CHILDHOOD PROGRAM, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEACHER INSURANCE AND ANNUITY ASSOCIATION COLLEGE RETIREMENT EQUITIES FUND, OVERFIELD EARLY CHILDHOOD PROGRAM, INC

OVERFIELD EARLY CHILDHOOD PROGRAM, INCdba THE OVERFIELD SCHOOLEIN 31-1088546Plan #001PY 2022

172 S RIDGE AVE - TROY, OH 453732704937-339-5111LinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$152K

+17.5% from 2021

Total participants

+21.1% from 2021

Average account balance

$7,249

-4.9% from 2021

Annual return

-15.31%

-26.79 pp from 2021

Benchmarks

See 6,933 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,933 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$311K

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$306

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 codes2L2J2F2G3D

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$666

$32 / participant

Other / not subdivided$666100.0%

% of EOY assets

0.438%

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

$7,249

$67,372-89.2%

$60,906-88.1%

$134,532-94.6%

Participation rate

90.5%

76.2%+14.3pp

73.1%+17.4pp

81.2%+9.2pp

Annual return

-15.31%

50.05%-65.4pp

16.94%-32.3pp

418.27%-433.6pp

Employer contribution / active EE

$822

$3,099-73.5%

$2,703-69.6%

$4,741-82.7%

Participant deferral / active EE

$1,227

$4,532-72.9%

$3,814-67.8%

$6,401-80.8%

Admin fee / account holder

$32

$4,588-99.3%

$3,227-99.0%

$11,429-99.7%

TEACHER INSURANCE AND ANNUITY ASSOCIATION COLLEGE RETIREMENT EQUITIES FUND

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TEACHER INSURANCE AND ANNUITY ASSOCIATION COLLEGE RETIREMENT EQUITIES FUND

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