Retirement plan

THE COLORADO CHILDRENS CAMPAIGN 403(B) PLAN

Name: THE COLORADO CHILDREN'S CAMPAIGN - THE COLORADO CHILDRENS CAMPAIGN 403(B) PLAN (2020) 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 2020

1580 LINCOLN STREET, SUITE 420 - DENVER, CO 80203303-620-4522coloradokids.orgLinkedIn11-50 employeespublic policy

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

+35.2% from 2019

Total participants

+5.6% from 2019

Average account balance

$40,933

+35.2% from 2019

Annual return

16.78%

-8.15 pp from 2019

Benchmarks

See 6,194 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,194 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.47M

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

213.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$150K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+23.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$209

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 codes2M2G2F2T

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.

Opportunity flags

1 tripped

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

$7K

$294 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.459%

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

$40,933

$81,696-49.9%

$70,494-41.9%

$158,982-74.3%

Participation rate

91.3%

77.7%+13.6pp

75.1%+16.2pp

82.0%+9.3pp

Annual return

16.78%

208.70%-191.9pp

109.16%-92.4pp

302.99%-286.2pp

Employer contribution / active EE

$2,030

$3,220-36.9%

$2,738-25.9%

$4,763-57.4%

Participant deferral / active EE

$6,715

$4,558+47.3%

$3,711+81.0%

$5,983+12.2%

Admin fee / account holder

$188

$6,200-97.0%

$3,848-95.1%

$11,252-98.3%

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