Retirement plan

TAX DEFERRED ANNUITY PLAN OF EL PASO CENTER FOR CHILDREN, INC.

Name: EL PASO CENTER FOR CHILDREN, INC. - TAX DEFERRED ANNUITY PLAN OF EL PASO CENTER FOR CHILDREN, INC. (2015) Form 5500
Creator: EL PASO CENTER FOR CHILDREN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF EL PASO CENTER FOR CHILDREN, INC., EL PASO CENTER FOR CHILDREN, INC.

EL PASO CENTER FOR CHILDREN, INC.EIN 74-1695944Plan #002PY 2015

2200 N STEVENS ST - EL PASO, TX 79930915-565-8361

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$588K

No prior year

Total participants

No prior year

Average account balance

$58,799

No prior year

Annual return

2.87%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$216K

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.

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.

220.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$150

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 codes2L2G

Plan features

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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$32K

$4012 / participant

Other / not subdivided$32K100.0%

% of EOY assets

5.459%

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

$58,799

$168,635-65.1%

$147,617-60.2%

$125,389-53.1%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

2.87%

77.65%-74.8pp

61.98%-59.1pp

282.24%-279.4pp

Employer contribution / active EE

$6,252-100.0%

$5,564-100.0%

$4,866-100.0%

Participant deferral / active EE

$2,376

$5,507-56.9%

$4,895-51.5%

$5,352-55.6%

Admin fee / account holder

$3,210

$13,580-76.4%

$11,612-72.4%

$9,541-66.4%

TAX DEFERRED ANNUITY PLAN OF EL PASO CENTER FOR CHILDREN, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF EL PASO CENTER FOR CHILDREN, 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