Retirement plan

BREATHE CALIFORNIA OF LOS ANGELE COUNTY 401(K) PLAN

Name: BREATHE CALIFORNIA OF LA CNTY - BREATHE CALIFORNIA OF LOS ANGELE COUNTY 401(K) PLAN (2016) Form 5500
Creator: BREATHE CALIFORNIA OF LA CNTY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BREATHE CALIFORNIA OF LOS ANGELE COUNTY 401(K) PLAN, BREATHE CALIFORNIA OF LA CNTY

BREATHE CALIFORNIA OF LA CNTYEIN 95-1641451Plan #002PY 2016

5858 WILSHIRE BLVD, SUITE 300 - LOS ANGELES, CA 90036323-935-8050LinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$383K

+22.3% from 2015

Total participants

0.0% from 2015

Average account balance

$95,765

+22.3% from 2015

Annual return

14.20%

+15.97 pp from 2015

Benchmarks

See 5,384 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,384 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$309K

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

42.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+22.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$303

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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.)
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

$4K

$1002 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.047%

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

$95,765

$65,712+45.7%

$57,196+67.4%

$273,972-65.0%

Participation rate

100.0%

78.3%+21.7pp

75.3%+24.7pp

83.0%+17.0pp

Annual return

14.20%

22.01%-7.8pp

14.59%-0.4pp

41.46%-27.3pp

Employer contribution / active EE

$3,280-100.0%

$2,683-100.0%

$4,869-100.0%

Participant deferral / active EE

$7,340

$3,782+94.1%

$3,096+137.1%

$5,287+38.8%

Admin fee / account holder

$1,002

$4,838-79.3%

$3,141-68.1%

$10,133-90.1%

BREATHE CALIFORNIA OF LOS ANGELE COUNTY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BREATHE CALIFORNIA OF LOS ANGELE COUNTY 401(K) 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