Retirement plan

THE CHILDREN'S THEATRE OF CINCINNATI 403(B) PLAN

Name: THE CHILDREN'S THEATRE OF CINCINNATI - THE CHILDREN'S THEATRE OF CINCINNATI 403(B) PLAN (2022) Form 5500
Creator: THE CHILDREN'S THEATRE OF CINCINNATI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CHILDREN'S THEATRE OF CINCINNATI 403(B) PLAN, THE CHILDREN'S THEATRE OF CINCINNATI

THE CHILDREN'S THEATRE OF CINCINNATIEIN 31-6026285Plan #001PY 2022

4015 RED BANK ROAD - CINCINNATI, OH 45227513-569-8080thechildrenstheatre.comLinkedIn11-50 employeesentertainment

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$767K

-6.1% from 2021

Total participants

+10.9% from 2021

Average account balance

$13,217

-20.6% from 2021

Annual return

-11.73%

-21.82 pp from 2021

Benchmarks

See 2,895 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,895 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

197.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$83K

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

+12.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1290

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 codes2F2G2L3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$11K

$347 / participant

Other / not subdivided$11K100.0%

% of EOY assets

1.447%

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

$13,217

$46,689-71.7%

$117,498-88.8%

$68,495-80.7%

Participation rate

90.6%

56.8%+33.8pp

70.6%+20.0pp

67.9%+22.7pp

Annual return

-11.73%

-14.52%+2.8pp

29.75%-41.5pp

-7.84%-3.9pp

Employer contribution / active EE

$496

$1,505-67.0%

$4,178-88.1%

$2,596-80.9%

Participant deferral / active EE

$1,291

$2,637-51.1%

$4,071-68.3%

$4,028-68.0%

Admin fee / account holder

$191

$4,021-95.2%

$5,646-96.6%

$5,403-96.5%

THE CHILDREN'S THEATRE OF CINCINNATI 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CHILDREN'S THEATRE OF CINCINNATI 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