Retirement plan

NATIONAL CHILDREN'S CENTER, INC. 403(B) RETIREMENT SAVINGS PLAN

Name: NATIONAL CHILDRENS CENTER, INC. - NATIONAL CHILDREN'S CENTER, INC. 403(B) RETIREMENT SAVINGS PLAN (2016) Form 5500
Creator: NATIONAL CHILDRENS CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL CHILDREN'S CENTER, INC. 403(B) RETIREMENT SAVINGS PLAN, NATIONAL CHILDRENS CENTER, INC.

NATIONAL CHILDRENS CENTER, INC.EIN 53-0260523Plan #001PY 2016

8757 GEORGIA AVE STE 700 - SILVER SPRING, MD 209103708202-722-2316LinkedIn1-10 employeesmedical practice

Prospect flagsLow employer contributionLow participant contribution

How to read this page

Total assets (EOY)

$10M

-0.2% from 2015

Total participants

794

+66.1% from 2015

Average account balance

$12,702

-32.4% from 2015

Annual return

6.70%

+7.27 pp from 2015

Benchmarks

See 783 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort783 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.76M

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.

814

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

$653K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+12.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$147

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

1 years with F_SCH_H allocation on file

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Filed as: MASSACHUSETTS MUTUAL LIFE Service code 52 · EIN 04-1590850	Indirect Investment Fees	$49,560
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS LLC Service code 13 · EIN 26-3310639	Contract Administrator	$15,501
KESTRA INVESTMENT SERVICES LLC1 year Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27	Advisory (Plan)	$9,290
NFP RETIREMENT INC1 year Filed as: NFP ADISOR SERVICES, LLC Service code 27	Advisory (Plan)	$2,505
KESTRA INVESTMENT SERVICES LLC1 year Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359	Advisory (Plan)	$0
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES Service code 27 · EIN 74-2794194	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2K2L

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$65K

$89 / participant

Contract admin$45K69.8%
Other / not subdivided$20K30.2%

% of EOY assets

0.654%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SBC
Auditor EIN: 202153727
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$12,702

$39,859-68.1%

$78,693-83.9%

$57,658-78.0%

Participation rate

98.6%

66.1%+32.5pp

73.6%+25.1pp

70.2%+28.4pp

Annual return

6.70%

18.96%-12.3pp

62.18%-55.5pp

5.13%+1.6pp

Employer contribution / active EE

$177

$1,786-90.1%

$2,850-93.8%

$1,974-91.0%

Participant deferral / active EE

$542

$2,248-75.9%

$3,517-84.6%

$3,061-82.3%

Admin fee / account holder

$83

$76+9.0%

$4,511-98.2%

$95-12.1%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Filed as: MASSACHUSETTS MUTUAL LIFE

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$49,560

ASCENSUS LLC1 year

Filed as: ADMIN PARTNERS LLC

Service code 13 · EIN 26-3310639

Contract Administrator

$15,501

KESTRA INVESTMENT SERVICES LLC1 year

Filed as: KESTRA ADVISORY SERVICES, LLC

Service code 27

Advisory (Plan)

$9,290

NFP RETIREMENT INC1 year

Filed as: NFP ADISOR SERVICES, LLC

Service code 27

Advisory (Plan)

$2,505

KESTRA INVESTMENT SERVICES LLC1 year

Filed as: KESTRA ADVISORY SERVICES

Service code 27 · EIN 35-2552359

Advisory (Plan)

NFP RETIREMENT INC1 year

Filed as: NFP ADVISOR SERVICES

Service code 27 · EIN 74-2794194

Advisory (Plan)

NATIONAL CHILDREN'S CENTER, INC. 403(B) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL CHILDREN'S CENTER, INC. 403(B) RETIREMENT SAVINGS 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