Retirement plan

OHIO CHILD CARE RESOURCE REFERRAL ASSOCIATION 403(B) PLAN

Name: OHIO CHILD CARE RESOURCE REFERRAL ASSOCIATION - OHIO CHILD CARE RESOURCE REFERRAL ASSOCIATION 403(B) PLAN (2018) Form 5500
Creator: OHIO CHILD CARE RESOURCE REFERRAL ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OHIO CHILD CARE RESOURCE REFERRAL ASSOCIATION 403(B) PLAN, OHIO CHILD CARE RESOURCE REFERRAL ASSOCIATION

OHIO CHILD CARE RESOURCE REFERRAL ASSOCIATIONEIN 31-1339322Plan #001PY 2018

2760 AIRPORT DR STE 160 - COLUMBUS, OH 432192284614-396-5959

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$553K

-19.4% from 2017

Total participants

+12.1% from 2017

Average account balance

$16,279

-21.8% from 2017

Annual return

-3.79%

-19.45 pp from 2017

Benchmarks

See 5,839 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,839 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.19M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

136.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

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

+10.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9359

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 codes2M3D2F2G2T

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.
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.
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

$213K

$10634 / participant

Other / not subdivided$213K100.0%

% of EOY assets

38.425%

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

$16,279

$69,518-76.6%

$59,887-72.8%

$135,379-88.0%

Participation rate

85.0%

77.8%+7.2pp

74.7%+10.3pp

82.6%+2.4pp

Annual return

-3.79%

7.95%-11.7pp

3.46%-7.3pp

519.79%-523.6pp

Employer contribution / active EE

$2,843

$3,235-12.1%

$2,722+4.4%

$4,779-40.5%

Participant deferral / active EE

$2,266

$4,204-46.1%

$3,402-33.4%

$5,609-59.6%

Admin fee / account holder

$6,255

$5,734+9.1%

$3,591+74.2%

$10,828-42.2%

OHIO CHILD CARE RESOURCE REFERRAL ASSOCIATION 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OHIO CHILD CARE RESOURCE REFERRAL ASSOCIATION 403(B) 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