Retirement plan

COMMUNITY CONFERENCING CENTER, INC. 403(B) TAX DEFERRED ANNUITY PLAN

Name: RESTORATIVE RESPONSE BALTIMORE, INC. - COMMUNITY CONFERENCING CENTER, INC. 403(B) TAX DEFERRED ANNUITY PLAN (2020) Form 5500
Creator: RESTORATIVE RESPONSE BALTIMORE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY CONFERENCING CENTER, INC. 403(B) TAX DEFERRED ANNUITY PLAN, RESTORATIVE RESPONSE BALTIMORE, INC.

RESTORATIVE RESPONSE BALTIMORE, INC.EIN 52-2337316Plan #001PY 2020

1500 UNION AVENUE, SUITE 2700 - BALTIMORE, MD 21211410-889-7400

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$401K

+19.5% from 2019

Total participants

+16.7% from 2019

Average account balance

$30,822

-8.1% from 2019

Annual return

8.45%

-21.89 pp from 2019

Benchmarks

See 36,257 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,257 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$149K

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.

450.0%

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

+8.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15530

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2F2G2L2M2T3D

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.
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

$285

$32 / participant

Other / not subdivided$285100.0%

% of EOY assets

0.071%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,822

$100,852-69.4%

$90,404-65.9%

$158,922-80.6%

Participation rate

88.9%

75.0%+13.9pp

72.7%+16.2pp

82.0%+6.9pp

Annual return

8.45%

1724.20%-1715.8pp

1293.02%-1284.6pp

302.83%-294.4pp

Employer contribution / active EE

$2,742

$3,689-25.7%

$3,262-16.0%

$4,761-42.4%

Participant deferral / active EE

$1,367

$4,348-68.6%

$3,963-65.5%

$5,982-77.2%

Admin fee / account holder

$22

$6,501-99.7%

$5,611-99.6%

$11,246-99.8%

COMMUNITY CONFERENCING CENTER, INC. 403(B) TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY CONFERENCING CENTER, INC. 403(B) TAX DEFERRED ANNUITY 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