Retirement plan

TAX DEFERRED ANNUITY PLAN OF EARLY LEARNING CENTERS OF LUBBOCK,INC.

Name: EARLY LEARNING CENTERS OF LUBBOCK, INC. - TAX DEFERRED ANNUITY PLAN OF EARLY LEARNING CENTERS OF LUBBOCK,INC. (2016) Form 5500
Creator: EARLY LEARNING CENTERS OF LUBBOCK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF EARLY LEARNING CENTERS OF LUBBOCK,INC., EARLY LEARNING CENTERS OF LUBBOCK, INC.

EARLY LEARNING CENTERS OF LUBBOCK, INC.EIN 75-0940023Plan #003PY 2016

1639 MAIN ST - LUBBOCK, TX 79401806-765-9981elclubbock.orgLinkedIn51-200 employeeshospital & health care

Other plans on this EIN

1 filing

#001Retirement-$435K assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$344K

+6.8% from 2015

Total participants

+15.0% from 2015

Average account balance

$14,961

-7.1% from 2015

Annual return

3.36%

-52.66 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.02M

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

176.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$105K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+42.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2883

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 codes2L

Plan features

2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$228 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.059%

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

$14,961

$90,486-83.5%

$78,676-81.0%

$273,972-94.5%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

3.36%

75.62%-72.3pp

62.19%-58.8pp

41.46%-38.1pp

Employer contribution / active EE

$3,175-100.0%

$2,850-100.0%

$4,869-100.0%

Participant deferral / active EE

$904

$3,901-76.8%

$3,517-74.3%

$5,287-82.9%

Admin fee / account holder

$158

$5,263-97.0%

$4,510-96.5%

$10,133-98.4%

TAX DEFERRED ANNUITY PLAN OF EARLY LEARNING CENTERS OF LUBBOCK,INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF EARLY LEARNING CENTERS OF LUBBOCK,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