Retirement plan

EMPLOYEE BENEFIT PLAN OF CONSEJO COUNSELING AND REFERRAL SERVICE

Name: CONSEJO COUNSELING AND REFERRAL SERVICE - EMPLOYEE BENEFIT PLAN OF CONSEJO COUNSELING AND REFERRAL SERVICE (2021) Form 5500
Creator: CONSEJO COUNSELING AND REFERRAL SERVICE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF CONSEJO COUNSELING AND REFERRAL SERVICE, CONSEJO COUNSELING AND REFERRAL SERVICE

CONSEJO COUNSELING AND REFERRAL SERVICEEIN 91-1021247Plan #002PY 2021

723 SW 10TH ST - RENTON, WA 980575223206-461-4880LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$722K assets

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$895K

+32.7% from 2020

Total participants

+22.1% from 2020

Average account balance

$11,182

+9.5% from 2020

Annual return

15.47%

+15.47 pp from 2020

Benchmarks

See 18,803 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,803 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

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.

104

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.

104.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$264K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$402

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 codes2F2G2T3D

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.
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.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$36K

$476 / participant

Other / not subdivided$36K100.0%

% of EOY assets

3.988%

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

$11,182

$95,415-88.3%

$185,851-94.0%

$85,851-87.0%

Participation rate

81.3%

68.8%+12.6pp

81.7%-0.4pp

69.3%+12.0pp

Annual return

15.47%

23.59%-8.1pp

122.11%-106.6pp

318.63%-303.2pp

Employer contribution / active EE

$1,004

$3,314-69.7%

$5,168-80.6%

$2,565-60.9%

Participant deferral / active EE

$1,015

$3,424-70.4%

$5,569-81.8%

$3,952-74.3%

Admin fee / account holder

$446

$7,215-93.8%

$16,245-97.3%

$6,261-92.9%

EMPLOYEE BENEFIT PLAN OF CONSEJO COUNSELING AND REFERRAL SERVICE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF CONSEJO COUNSELING AND REFERRAL SERVICE

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