Retirement plan

CAPITAL EDUCATORS PROFIT SHARING PLAN

Name: CAPITAL EDUCATORS - CAPITAL EDUCATORS PROFIT SHARING PLAN (2023) Form 5500
Creator: CAPITAL EDUCATORS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPITAL EDUCATORS PROFIT SHARING PLAN, CAPITAL EDUCATORS

CAPITAL EDUCATORSEIN 52-2042954Plan #001PY 2023

6010 EXECUTIVE BLVD #1030 - ROCKVILLE, MD 20852301-881-7700capitaleducators.comLinkedIn11-50 employeeseducation management

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.4M

+25.9% from 2022

Total participants

0.0% from 2022

Average account balance

$848,802

+25.9% from 2022

Annual return

25.86%

+44.20 pp from 2022

Benchmarks

See 7,486 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort7,486 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.97M

Not enough data

1 years with asset history on file

Average account balance

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

$1.2M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2797

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 codes2E3D2G2F2T3B

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.
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$7K

$1870 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.220%

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

$848,802

$69,248+1125.7%

$64,101+1224.2%

$139,466+508.6%

Participation rate

100.0%

75.6%+24.4pp

72.3%+27.7pp

80.3%+19.7pp

Annual return

25.86%

45.95%-20.1pp

33.72%-7.9pp

373.66%-347.8pp

Employer contribution / active EE

$3,185-100.0%

$2,749-100.0%

$4,754-100.0%

Participant deferral / active EE

$4,682-100.0%

$3,881-100.0%

$6,712-100.0%

Admin fee / account holder

$1,870

$4,247-56.0%

$3,070-39.1%

$11,409-83.6%

CAPITAL EDUCATORS PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPITAL EDUCATORS 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