Retirement plan

THE CHILDREN'S CENTER, INC. 401(K) PLAN

Name: THE CHILDREN'S CENTER, INC. - THE CHILDREN'S CENTER, INC. 401(K) PLAN (2018) Form 5500
Creator: THE CHILDREN'S CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CHILDREN'S CENTER, INC. 401(K) PLAN, THE CHILDREN'S CENTER, INC.

THE CHILDREN'S CENTER, INC.EIN 73-0580264Plan #002PY 2018

6800 N.W. 39TH EXPRESSWAY - BETHANY, OK 73008405-789-6711

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed October 27, 2015 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$16.3M

+1.5% from 2017

Total participants

709

+11.3% from 2017

Average account balance

$24,598

-17.6% from 2017

Annual return

-2.30%

-16.99 pp from 2017

Benchmarks

See 3,850 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,850 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$42.02M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

998

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

$4.67M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$167

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 4 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Service code 49 · EIN 04-1590850	Other Services	$109,240
BANCFIRST4+ years Service code 27 · EIN 73-1332918	Advisory (Plan)	$46,099
EMPLOYEE BENEFITS GROUP, LLC4+ years Service code 13 · EIN 73-1554797	Contract Administrator	$14,072
ENVESTNET RETIREMENT SOLUTIONS, LLC1 year Service code 26 · EIN 61-1732930	Advisory (Participants)	$8

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$156K

$236 / participant

Investment mgmt$148K94.6%
Contract admin$7K4.6%
Other / not subdivided$1K0.8%

% of EOY assets

0.960%

all-in expense ratio

Categories reported

2 / 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: SMITH, CARNEY & CO., PC
Auditor EIN: 731225615
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,598

$37,196-33.9%

$154,108-84.0%

$55,725-55.9%

Participation rate

93.1%

64.1%+29.0pp

83.0%+10.0pp

70.9%+22.2pp

Annual return

-2.30%

1319.68%-1322.0pp

735.21%-737.5pp

244.93%-247.2pp

Employer contribution / active EE

$844

$1,614-47.7%

$5,298-84.1%

$2,078-59.4%

Participant deferral / active EE

$2,417

$2,068+16.9%

$5,081-52.4%

$3,356-28.0%

Admin fee / account holder

$236

$102+132.3%

$13,411-98.2%

$115+104.9%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Service code 49 · EIN 04-1590850

Other Services

$109,240

BANCFIRST4+ years

Service code 27 · EIN 73-1332918

Advisory (Plan)

$46,099

EMPLOYEE BENEFITS GROUP, LLC4+ years

Service code 13 · EIN 73-1554797

Contract Administrator

$14,072

ENVESTNET RETIREMENT SOLUTIONS, LLC1 year

Service code 26 · EIN 61-1732930

Advisory (Participants)

THE CHILDREN'S CENTER, INC. 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CHILDREN'S CENTER, INC. 401(K) PLAN

Top hat statement on fileNQDC

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