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 (2017) 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 2017

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 flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$4.2M

-6.6% from 2016

Total participants

+22.6% from 2016

Average account balance

$65,573

-22.7% from 2016

Annual return

10.96%

+5.88 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

2 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.

Expense breakdown

Schedule H Part II

Admin total

$981K

$23347 / participant

Other / not subdivided$981K100.0%

% of EOY assets

23.366%

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

$65,573

$53,128+23.4%

$86,582-24.3%

$70,126-6.5%

Participation rate

97.6%

65.3%+32.3pp

73.5%+24.1pp

69.5%+28.1pp

Annual return

10.96%

27.66%-16.7pp

965.08%-954.1pp

73.15%-62.2pp

Employer contribution / active EE

$4,135

$2,068+99.9%

$2,839+45.6%

$2,343+76.5%

Participant deferral / active EE

$2,695-100.0%

$3,609-100.0%

$3,332-100.0%

Admin fee / account holder

$15,322

$3,584+327.5%

$4,904+212.4%

$4,645+229.8%

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