Retirement plan

COLLABORATIVE FOR CHILDREN 403(B) RETIREMENT SAVINGS PLAN

Name: COLLABORATIVE FOR CHILDREN - COLLABORATIVE FOR CHILDREN 403(B) RETIREMENT SAVINGS PLAN (2023) Form 5500
Creator: COLLABORATIVE FOR CHILDREN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLLABORATIVE FOR CHILDREN 403(B) RETIREMENT SAVINGS PLAN, COLLABORATIVE FOR CHILDREN

COLLABORATIVE FOR CHILDRENEIN 76-0228065Plan #001PY 2023

2200 POST OAK BLVD., SUITE 1000 - HOUSTON, TX 77056713-600-1196collabforchildren.orgLinkedIn51-200 employeeseducation management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.8M

-12.0% from 2022

Total participants

108

-30.3% from 2022

Average account balance

$26,748

+29.0% from 2022

Annual return

13.15%

+25.04 pp from 2022

Benchmarks

See 20,801 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,801 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.61M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

91.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$330K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+10.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$188

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP, INC Service code 13 · EIN 23-1945930	Contract Administrator	$13,700
LOREN D. STARK COMPANY3 years Filed as: LOREN D STARK COMPANY Service code 17 10750 ROCKLEY ROAD · HOUSTON, TX 77099	Pension Consulting	$4,110
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2G2J2K2L3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$9K

$194 / participant

Investment mgmt$9K100.0%

% of EOY assets

0.331%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BLAZEK & VETTERLING
Auditor EIN: 760269860
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,748

$77,908-65.7%

$149,696-82.1%

$75,173-64.4%

Participation rate

89.4%

65.6%+23.8pp

78.8%+10.6pp

67.2%+22.2pp

Annual return

13.15%

31.73%-18.6pp

134.46%-121.3pp

160.72%-147.6pp

Employer contribution / active EE

$2,629

$3,138-16.2%

$4,821-45.5%

$2,671-1.6%

Participant deferral / active EE

$3,898

$3,411+14.3%

$5,682-31.4%

$4,126-5.5%

Admin fee / account holder

$89

$5,950-98.5%

$13,212-99.3%

$5,651-98.4%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.3 years

Filed as: THE VANGUARD GROUP, INC

Service code 13 · EIN 23-1945930

Contract Administrator

$13,700

LOREN D. STARK COMPANY3 years

Filed as: LOREN D STARK COMPANY

Service code 17

10750 ROCKLEY ROAD · HOUSTON, TX 77099

Pension Consulting

$4,110

ASCENSUS LLC2 years

Service code 15 · EIN 11-3665754

Recordkeeping

COLLABORATIVE FOR CHILDREN 403(B) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLLABORATIVE FOR CHILDREN 403(B) RETIREMENT SAVINGS 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