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. (2024) 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 2024

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+21.7% from 2023

Total participants

129

+5.7% from 2023

Average account balance

$16,414

+8.0% from 2023

Annual return

14.41%

-7.57 pp from 2023

Benchmarks

See 2,067 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort2,067 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2F2G2S2T3D

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.
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

1 tripped

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

$193K

$1752 / participant

Other / not subdivided$193K100.0%

% of EOY assets

9.466%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,414

$60,323-72.8%

$81,812-79.9%

$74,495-78.0%

Participation rate

95.5%

62.9%+32.6pp

72.3%+23.1pp

67.2%+28.3pp

Annual return

14.41%

16.90%-2.5pp

773.79%-759.4pp

1364.94%-1350.5pp

Employer contribution / active EE

$1,116

$2,620-57.4%

$2,912-61.7%

$2,623-57.5%

Participant deferral / active EE

$1,593

$3,387-53.0%

$4,319-63.1%

$4,346-63.3%

Admin fee / account holder

$1,554

$1,486+4.6%

$7,386-79.0%

$1,942-20.0%

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