Retirement plan

TAX DEFERRED ANNUITY PLAN OF CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK

Name: CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK - TAX DEFERRED ANNUITY PLAN OF CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK (2018) Form 5500
Creator: CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK, CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK

CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORKEIN 94-2718807Plan #002PY 2018

1182 MARKET ST STE 300 - SAN FRANCISCO, CA 941024919415-882-0234LinkedIn1-10 employeesindividual & family services

Other plans on this EIN

1 filing

#001Retirement-$755K assets

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$677K

-8.0% from 2017

Total participants

+9.1% from 2017

Average account balance

$56,390

-15.7% from 2017

Annual return

28.95%

-14.45 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.82M

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

158.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$133K

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

+16.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2F

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).

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$302K

$60323 / participant

Other / not subdivided$302K100.0%

% of EOY assets

44.573%

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

$56,390

$180,459-68.8%

$154,108-63.4%

$135,380-58.3%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

28.95%

888.21%-859.3pp

735.21%-706.3pp

519.81%-490.9pp

Employer contribution / active EE

$6,035-100.0%

$5,298-100.0%

$4,779-100.0%

Participant deferral / active EE

$5,915

$5,806+1.9%

$5,081+16.4%

$5,609+5.4%

Admin fee / account holder

$25,135

$16,145+55.7%

$13,411+87.4%

$10,828+132.1%

TAX DEFERRED ANNUITY PLAN OF CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK

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