Retirement plan

BOBBIE NOONAN'S CHILD CARE 401(K) PLAN

Name: BOBBIE NOONAN'S CHILD CARE, LLC - BOBBIE NOONAN'S CHILD CARE 401(K) PLAN (2018) Form 5500
Creator: BOBBIE NOONAN'S CHILD CARE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOBBIE NOONAN'S CHILD CARE 401(K) PLAN, BOBBIE NOONAN'S CHILD CARE, LLC

BOBBIE NOONAN'S CHILD CARE, LLCEIN 36-4161899Plan #001PY 2018

8717 W. LINCOLN HIGHWAY - FRANKFORT, IL 60423815-469-2920LinkedIn11-50 employeeshospital & health care

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$3.3M

-3.0% from 2017

Total participants

212

+19.8% from 2017

Average account balance

$20,158

+2.8% from 2017

Annual return

-6.18%

-21.64 pp from 2017

Benchmarks

See 5,259 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,259 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.60M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

110

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.

82.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$110K

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

+14.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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 codes2E2F2G2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$11 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.057%

all-in expense ratio

Categories reported

0 / 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: ROCHE, SCHOLZ, ROCHE, & WALSH, LTD
Auditor EIN: 362893231
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,158

$47,977-58.0%

$154,114-86.9%

$56,287-64.2%

Participation rate

73.7%

66.2%+7.5pp

83.0%-9.3pp

69.9%+3.9pp

Annual return

-6.18%

3.54%-9.7pp

735.16%-741.3pp

-9.96%+3.8pp

Employer contribution / active EE

$613

$2,169-71.7%

$5,298-88.4%

$2,111-70.9%

Participant deferral / active EE

$630

$2,392-73.7%

$5,081-87.6%

$3,350-81.2%

Admin fee / account holder

$11

$438-97.4%

$13,411-99.9%

$521-97.8%

BOBBIE NOONAN'S CHILD CARE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOBBIE NOONAN'S CHILD CARE 401(K) 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