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 (2023) 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 2023

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

Other plans on this EIN

1 filing

#001Retirement-$850K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+19.8% from 2022

Total participants

105

+1.9% from 2022

Average account balance

$11,657

+18.5% from 2022

Annual return

15.27%

+30.71 pp from 2022

Benchmarks

See 20,813 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,813 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.89M

Not enough data

1 years with asset history on file

Average account balance

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

$16K

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.

119

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.

104.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$388K

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

+14.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1459

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

See the 6-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2G3D2F2T

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

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

$159K

$1830 / participant

Other / not subdivided$159K100.0%

% of EOY assets

14.529%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$11,657

$77,899-85.0%

$149,673-92.2%

$75,163-84.5%

Participation rate

87.4%

65.6%+21.8pp

78.8%+8.6pp

67.2%+20.2pp

Annual return

15.27%

31.72%-16.5pp

134.42%-119.2pp

160.62%-145.4pp

Employer contribution / active EE

$1,166

$3,137-62.8%

$4,818-75.8%

$2,670-56.3%

Participant deferral / active EE

$1,136

$3,411-66.7%

$5,680-80.0%

$4,125-72.5%

Admin fee / account holder

$1,694

$5,956-71.6%

$13,210-87.2%

$5,651-70.0%

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