Retirement plan

THE COLORADO CHILDRENS CAMPAIGN 403(B) PLAN

Name: THE COLORADO CHILDREN'S CAMPAIGN - THE COLORADO CHILDRENS CAMPAIGN 403(B) PLAN (2024) Form 5500
Creator: THE COLORADO CHILDREN'S CAMPAIGN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE COLORADO CHILDRENS CAMPAIGN 403(B) PLAN, THE COLORADO CHILDREN'S CAMPAIGN

THE COLORADO CHILDREN'S CAMPAIGNEIN 74-2374672Plan #002PY 2024

1700 BROADWAY #840 - DENVER, CO 80290303-839-1580coloradokids.orgLinkedIn11-50 employeespublic policy

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

-19.8% from 2023

Total participants

-21.1% from 2023

Average account balance

$36,805

-11.5% from 2023

Annual return

9.33%

-8.63 pp from 2023

Benchmarks

See 8,036 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort8,036 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.07M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

241.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$97K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+9.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16979

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 codes2M3D2G2F2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

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

$492K

$41032 / participant

Other / not subdivided$492K100.0%

% of EOY assets

46.132%

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

$36,805

$72,426-49.2%

$67,560-45.5%

$145,897-74.8%

Participation rate

91.7%

76.9%+14.8pp

72.9%+18.7pp

80.3%+11.4pp

Annual return

9.33%

7226.78%-7217.5pp

3533.50%-3524.2pp

552.29%-543.0pp

Employer contribution / active EE

$2,363

$3,074-23.1%

$2,737-13.6%

$4,663-49.3%

Participant deferral / active EE

$5,738

$4,785+19.9%

$4,004+43.3%

$6,689-14.2%

Admin fee / account holder

$16,979

$5,514+207.9%

$3,994+325.1%

$13,390+26.8%

THE COLORADO CHILDRENS CAMPAIGN 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE COLORADO CHILDRENS CAMPAIGN 403(B) PLAN

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