Retirement plan

CKC 403(B) ERISA RETIREMENT PLAN

Name: CAMPUS KIDS CONNECTIONS, INC. - CKC 403(B) ERISA RETIREMENT PLAN (2020) Form 5500
Creator: CAMPUS KIDS CONNECTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CKC 403(B) ERISA RETIREMENT PLAN, CAMPUS KIDS CONNECTIONS, INC.

CAMPUS KIDS CONNECTIONS, INC.EIN 94-2478136Plan #001PY 2020

820 BAY AVE, SUITE 124 - CAPITOLA, CA 950102166831-462-9822campuskidsconnection.comLinkedIn51-200 employeesmental health care

Prospect flagsHigh feesLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$472K

-4.9% from 2019

Total participants

-91.8% from 2019

Average account balance

$78,699

+248.6% from 2019

Annual return

13.23%

-12.52 pp from 2019

Benchmarks

See 6,196 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,196 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$210K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

10.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$139

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

+11.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$513

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 codes2F2G2L2M2T3D

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$154K

$30829 / participant

Other / not subdivided$154K100.0%

% of EOY assets

32.645%

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

$78,699

$81,664-3.6%

$70,476+11.7%

$158,966-50.5%

Participation rate

60.0%

77.7%-17.7pp

75.1%-15.1pp

82.0%-22.0pp

Annual return

13.23%

208.59%-195.4pp

109.12%-95.9pp

302.95%-289.7pp

Employer contribution / active EE

$2,267

$3,219-29.6%

$2,738-17.2%

$4,762-52.4%

Participant deferral / active EE

$9,187

$4,556+101.6%

$3,710+147.6%

$5,983+53.6%

Admin fee / account holder

$25,691

$6,197+314.5%

$3,847+567.8%

$11,250+128.4%

CKC 403(B) ERISA RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CKC 403(B) ERISA RETIREMENT 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