Retirement plan

403(B) THRIFT PLAN OF PARENT CHILD CENTER OF TULSA, INC.

Name: PARENT CHILD CENTER OF TULSA, INC. - 403(B) THRIFT PLAN OF PARENT CHILD CENTER OF TULSA, INC. (2020) Form 5500
Creator: PARENT CHILD CENTER OF TULSA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF PARENT CHILD CENTER OF TULSA, INC., PARENT CHILD CENTER OF TULSA, INC.

PARENT CHILD CENTER OF TULSA, INC.EIN 73-1113167Plan #003PY 2020

1421 S BOSTON AVE - TULSA, OK 741193607918-599-7999parentchildcenter.orgLinkedIn51-200 employeesindividual & family services

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.9M

-3.3% from 2019

Total participants

+16.7% from 2019

Average account balance

$24,743

-17.5% from 2019

Annual return

2.34%

-1.97 pp from 2019

Benchmarks

See 8,767 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,767 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.29M

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

113

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.

116.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$333K

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

+16.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3767

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 codes2F2G2S2T

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$262K

$5467 / participant

Other / not subdivided$262K100.0%

% of EOY assets

14.140%

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

$24,743

$60,139-58.9%

$90,461-72.6%

$79,856-69.0%

Participation rate

95.8%

65.0%+30.8pp

72.7%+23.1pp

69.6%+26.2pp

Annual return

2.34%

71.96%-69.6pp

1294.76%-1292.4pp

31.71%-29.4pp

Employer contribution / active EE

$1,213

$2,069-41.4%

$3,264-62.8%

$2,471-50.9%

Participant deferral / active EE

$2,006

$2,939-31.7%

$3,964-49.4%

$3,741-46.4%

Admin fee / account holder

$3,499

$3,978-12.1%

$5,617-37.7%

$5,306-34.1%

403(B) THRIFT PLAN OF PARENT CHILD CENTER OF TULSA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF PARENT CHILD CENTER OF TULSA, INC.

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