Retirement plan

POSITIVE CHILDHOOD ALLIANCE NORTH CAROLINA, INC. 403(B) PLAN

Name: POSITIVE CHILDHOOD ALLIANCE NORTH C - POSITIVE CHILDHOOD ALLIANCE NORTH CAROLINA, INC. 403(B) PLAN (2024) Form 5500
Creator: POSITIVE CHILDHOOD ALLIANCE NORTH C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POSITIVE CHILDHOOD ALLIANCE NORTH CAROLINA, INC. 403(B) PLAN, POSITIVE CHILDHOOD ALLIANCE NORTH C

POSITIVE CHILDHOOD ALLIANCE NORTH CEIN 58-1366718Plan #001PY 2024

3000 AERIAL CENTER PARKWAY SUITE 18 - MORRISVILLE, NC 27560919-829-8009preventchildabusenc.orgLinkedIn11-50 employeesprogram development

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+33.3% from 2023

Total participants

+2.5% from 2023

Average account balance

$43,630

+29.9% from 2023

Annual return

19.60%

-4.59 pp from 2023

Benchmarks

See 10,646 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,646 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.70M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

134.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$198K

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

+19.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$577

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 codes2F2G2L3D

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.
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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$22K

$775 / participant

Other / not subdivided$22K100.0%

% of EOY assets

1.321%

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

$43,630

$58,311-25.2%

$81,882-46.7%

$80,959-46.1%

Participation rate

93.1%

63.5%+29.6pp

72.4%+20.7pp

67.7%+25.4pp

Annual return

19.60%

41.85%-22.3pp

779.47%-759.9pp

35.67%-16.1pp

Employer contribution / active EE

$2,722

$2,347+16.0%

$2,916-6.7%

$2,757-1.3%

Participant deferral / active EE

$4,092

$3,287+24.5%

$4,323-5.3%

$4,300-4.8%

Admin fee / account holder

$577

$4,752-87.9%

$7,360-92.2%

$6,925-91.7%

POSITIVE CHILDHOOD ALLIANCE NORTH CAROLINA, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

POSITIVE CHILDHOOD ALLIANCE NORTH CAROLINA, INC. 403(B) 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