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 (2022) 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 2022

2469 STELZER ROAD - COLUMBUS, OH 43219614-396-5959

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$934K

+4.5% from 2021

Total participants

+25.9% from 2021

Average account balance

$29,198

-11.9% from 2021

Annual return

-12.99%

-27.38 pp from 2021

Benchmarks

See 6,939 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,939 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.34M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

127.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$129K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+17.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7007

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$9K

$386 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.992%

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

$29,198

$67,352-56.6%

$60,899-52.1%

$134,509-78.3%

Participation rate

91.7%

76.2%+15.5pp

73.1%+18.6pp

81.2%+10.4pp

Annual return

-12.99%

49.99%-63.0pp

16.92%-29.9pp

418.13%-431.1pp

Employer contribution / active EE

$3,751

$3,098+21.1%

$2,702+38.8%

$4,741-20.9%

Participant deferral / active EE

$3,023

$4,539-33.4%

$3,817-20.8%

$6,400-52.8%

Admin fee / account holder

$290

$4,585-93.7%

$3,225-91.0%

$11,427-97.5%

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