Retirement plan

EMPLOYEE BENEFIT PLAN OF EXTENDED CHILD CARE COALITION

Name: EXTENDED CHILD CARE COALITION - EMPLOYEE BENEFIT PLAN OF EXTENDED CHILD CARE COALITION (2017) Form 5500
Creator: EXTENDED CHILD CARE COALITION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF EXTENDED CHILD CARE COALITION, EXTENDED CHILD CARE COALITION

EXTENDED CHILD CARE COALITIONEIN 94-2526630Plan #001PY 2017

1745 COPPERHILL PKWY STE 5 - SANTA ROSA, CA 954038243707-545-2402extcc.orgLinkedIn51-200 employeeseducation management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+13.6% from 2016

Total participants

-36.8% from 2016

Average account balance

$37,717

+13.6% from 2016

Annual return

13.12%

+7.18 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.69M

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

121.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

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

+13.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12552

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 codes2F3D

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).
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

$77K

$2868 / participant

Other / not subdivided$77K100.0%

% of EOY assets

4.774%

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

$37,717

$84,236-55.2%

$170,439-77.9%

$70,124-46.2%

Participation rate

81.5%

70.8%+10.7pp

83.6%-2.1pp

69.5%+11.9pp

Annual return

13.12%

23.06%-9.9pp

205.94%-192.8pp

73.14%-60.0pp

Employer contribution / active EE

$854

$3,387-74.8%

$5,433-84.3%

$2,342-63.5%

Participant deferral / active EE

$2,265

$3,086-26.6%

$4,939-54.2%

$3,332-32.0%

Admin fee / account holder

$1,801

$5,698-68.4%

$13,881-87.0%

$4,645-61.2%

EMPLOYEE BENEFIT PLAN OF EXTENDED CHILD CARE COALITION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF EXTENDED CHILD CARE COALITION

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