Retirement plan

403(B) THRIFT PLAN OF CHAMBLISS CENTER FOR CHILDREN

Name: CHAMBLISS CENTER FOR CHILDREN - 403(B) THRIFT PLAN OF CHAMBLISS CENTER FOR CHILDREN (2021) Form 5500
Creator: CHAMBLISS CENTER FOR CHILDREN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF CHAMBLISS CENTER FOR CHILDREN, CHAMBLISS CENTER FOR CHILDREN

CHAMBLISS CENTER FOR CHILDRENEIN 62-0505514Plan #002PY 2021

315 GILLESPIE RD - CHATTANOOGA, TN 374113105423-698-2456chamblisscenter.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.6M

+15.3% from 2020

Total participants

-4.7% from 2020

Average account balance

$32,141

+19.5% from 2020

Annual return

14.28%

-3.60 pp from 2020

Benchmarks

See 18,803 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,803 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.35M

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

107

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.

150.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$241K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1261

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 codes2F2G2T

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.
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

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

$180K

$3595 / participant

Other / not subdivided$180K100.0%

% of EOY assets

6.904%

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

$32,141

$95,415-66.3%

$185,851-82.7%

$85,851-62.6%

Participation rate

98.0%

68.8%+29.2pp

81.7%+16.3pp

69.3%+28.7pp

Annual return

14.28%

23.59%-9.3pp

122.11%-107.8pp

318.63%-304.4pp

Employer contribution / active EE

$2,850

$3,314-14.0%

$5,168-44.9%

$2,565+11.1%

Participant deferral / active EE

$1,169

$3,424-65.9%

$5,569-79.0%

$3,952-70.4%

Admin fee / account holder

$2,219

$7,215-69.2%

$16,245-86.3%

$6,261-64.6%

403(B) THRIFT PLAN OF CHAMBLISS CENTER FOR CHILDREN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF CHAMBLISS CENTER FOR CHILDREN

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