Retirement plan

EDTC 401(K) PROFIT SHARING PLAN

Name: EATING DISORDERS TREATMENT CENTER, L.L.C. - EDTC 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: EATING DISORDERS TREATMENT CENTER, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EDTC 401(K) PROFIT SHARING PLAN, EATING DISORDERS TREATMENT CENTER, L.L.C.

EATING DISORDERS TREATMENT CENTER, L.L.C.EIN 45-2772387Plan #001PY 2022

1520 TRAMWAY BLVD NE - ALBUQUERQUE, NM 87112505-266-6121eatingdisordersabq.comLinkedIn11-50 employeesmental health care

Prospect flagsLow returnsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$272K

+80.2% from 2021

Total participants

+18.8% from 2021

Average account balance

$4,865

+54.5% from 2021

Annual return

-23.86%

-23.86 pp from 2021

Benchmarks

See 19,706 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,706 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$606K

Not enough data

1 years with asset history on file

Average account balance

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

$9K

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.

203.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$164K

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

+10.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1187

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 codes2E2F2G2J2T3D

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.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$18K

$545 / participant

Other / not subdivided$18K100.0%

% of EOY assets

6.600%

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

$4,865

$73,848-93.4%

$143,799-96.6%

$68,486-92.9%

Participation rate

97.0%

66.7%+30.3pp

80.3%+16.7pp

67.9%+29.1pp

Annual return

-23.86%

0.91%-24.8pp

-0.04%-23.8pp

-7.85%-16.0pp

Employer contribution / active EE

$1,715

$3,184-46.1%

$4,952-65.4%

$2,597-34.0%

Participant deferral / active EE

$3,392

$3,385+0.2%

$5,638-39.8%

$4,028-15.8%

Admin fee / account holder

$321

$5,755-94.4%

$14,677-97.8%

$5,404-94.1%

EDTC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EDTC 401(K) PROFIT SHARING 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