Retirement plan

403(B) THRIFT PLAN OF CHILDREN'S ACTION ALLIANCE, INC.

Name: CHILDREN S ACTION ALLIANCE, INC. - 403(B) THRIFT PLAN OF CHILDREN'S ACTION ALLIANCE, INC. (2015) Form 5500
Creator: CHILDREN S ACTION ALLIANCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF CHILDREN'S ACTION ALLIANCE, INC., CHILDREN S ACTION ALLIANCE, INC.

CHILDREN S ACTION ALLIANCE, INC.EIN 86-0594785Plan #001PY 2015

4001 N 3RD ST STE 160 - PHOENIX, AZ 85012602-266-0707azchildren.orgLinkedIn11-50 employeescivic & social organization

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$391K

No prior year

Total participants

No prior year

Average account balance

$35,548

No prior year

Annual return

6.08%

No prior year

Benchmarks

See 102,329 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,329 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$475K

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.

260.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+14.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5579

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 codes2L2F2G

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.
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

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

$75K

$10673 / participant

Other / not subdivided$75K100.0%

% of EOY assets

19.106%

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

$35,548

$168,636-78.9%

$147,618-75.9%

$125,388-71.6%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

6.08%

77.65%-71.6pp

61.98%-55.9pp

282.24%-276.2pp

Employer contribution / active EE

$2,037

$6,252-67.4%

$5,565-63.4%

$4,866-58.1%

Participant deferral / active EE

$9,104

$5,507+65.3%

$4,895+86.0%

$5,352+70.1%

Admin fee / account holder

$6,792

$13,580-50.0%

$11,612-41.5%

$9,541-28.8%

403(B) THRIFT PLAN OF CHILDREN'S ACTION ALLIANCE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF CHILDREN'S ACTION ALLIANCE, 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