Retirement plan

CHILDSAVERS - MEMORIAL CHILD GUIDANCE CLINIC TAX SHELTERED ANNUITY PLAN

Name: CHILDSAVERS - MEMORIAL CHILD GUIDANCE CLINIC - CHILDSAVERS - MEMORIAL CHILD GUIDANCE CLINIC TAX SHELTERED ANNUITY PLAN (2017) Form 5500
Creator: CHILDSAVERS - MEMORIAL CHILD GUIDANCE CLINIC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILDSAVERS - MEMORIAL CHILD GUIDANCE CLINIC TAX SHELTERED ANNUITY PLAN, CHILDSAVERS - MEMORIAL CHILD GUIDANCE CLINIC

CHILDSAVERS - MEMORIAL CHILD GUIDANCE CLINICEIN 54-0505927Plan #003PY 2017

200 N. 22ND STREET - RICHMOND, VA 23223804-644-9590

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$566K

+44.2% from 2016

Total participants

+16.0% from 2016

Average account balance

$14,517

+22.0% from 2016

Annual return

25.12%

+15.00 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.16M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$305K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+15.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3984

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 codes2F2G2L2T

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.
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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$33K

$714 / participant

Other / not subdivided$33K100.0%

% of EOY assets

5.802%

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

$14,517

$84,236-82.8%

$170,435-91.5%

$70,126-79.3%

Participation rate

58.7%

70.8%-12.1pp

83.6%-24.9pp

69.5%-10.8pp

Annual return

25.12%

23.06%+2.1pp

205.94%-180.8pp

73.15%-48.0pp

Employer contribution / active EE

$827

$3,387-75.6%

$5,432-84.8%

$2,343-64.7%

Participant deferral / active EE

$1,462

$3,086-52.6%

$4,939-70.4%

$3,332-56.1%

Admin fee / account holder

$842

$5,698-85.2%

$13,881-93.9%

$4,645-81.9%

CHILDSAVERS - MEMORIAL CHILD GUIDANCE CLINIC TAX SHELTERED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHILDSAVERS - MEMORIAL CHILD GUIDANCE CLINIC TAX SHELTERED 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