Retirement plan

THE EPISCOPAL CENTER FOR CHILDREN PENSION PLAN AND TRUST

Name: THE EPISCOPAL CENTER FOR CHILDREN - THE EPISCOPAL CENTER FOR CHILDREN PENSION PLAN AND TRUST (2015) Form 5500
Creator: THE EPISCOPAL CENTER FOR CHILDREN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE EPISCOPAL CENTER FOR CHILDREN PENSION PLAN AND TRUST, THE EPISCOPAL CENTER FOR CHILDREN

THE EPISCOPAL CENTER FOR CHILDRENEIN 53-0204692Plan #002PY 2015

5901 UTAH AVE NW - WASHINGTON, DC 200151616202-363-1333eccofdc.orgLinkedIn11-50 employeesmental health care

Other plans on this EIN

1 filing

#001Retirement-$1.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.9M

No prior year

Total participants

No prior year

Average account balance

$96,283

No prior year

Annual return

0.16%

No prior year

Benchmarks

See 6,735 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort6,735 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.06M

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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.

650.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+9.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1118

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 codes2C2F2G3D2T

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$832K

$23768 / participant

Other / not subdivided$832K100.0%

% of EOY assets

16.941%

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

$96,283

$45,152+113.2%

$73,835+30.4%

$59,633+61.5%

Participation rate

100.0%

64.0%+36.0pp

73.4%+26.6pp

68.7%+31.3pp

Annual return

0.16%

27.40%-27.2pp

2268.13%-2268.0pp

2041.40%-2041.2pp

Employer contribution / active EE

$6,172

$1,901+224.6%

$2,788+121.4%

$2,203+180.2%

Participant deferral / active EE

$2,573-100.0%

$3,583-100.0%

$3,192-100.0%

Admin fee / account holder

$16,311

$3,515+364.1%

$4,880+234.3%

$4,297+279.6%

THE EPISCOPAL CENTER FOR CHILDREN PENSION PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE EPISCOPAL CENTER FOR CHILDREN PENSION PLAN AND TRUST

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