Retirement plan

THE ALLIANCE FOR CHILDRENS RIGHTS 403(B) PLAN

Name: THE ALLIANCE FOR THE CHILDRENS RIGHTS - THE ALLIANCE FOR CHILDRENS RIGHTS 403(B) PLAN (2022) Form 5500
Creator: THE ALLIANCE FOR THE CHILDRENS RIGHTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE ALLIANCE FOR CHILDRENS RIGHTS 403(B) PLAN, THE ALLIANCE FOR THE CHILDRENS RIGHTS

THE ALLIANCE FOR THE CHILDRENS RIGHTSEIN 95-4358213Plan #003PY 2022

3333 WILSHIRE BLVD STE 550 - LOS ANGELES, CA 900104123213-368-6010allianceforchildrensrights.orgLinkedIn51-200 employeeslegal services

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.3M

+9.3% from 2021

Total participants

107

+21.6% from 2021

Average account balance

$45,183

+1.3% from 2021

Annual return

1.89%

-40.03 pp from 2021

Benchmarks

See 19,701 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,701 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.37M

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

114.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$380K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+6.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2823

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 codes2E2F2G2L2T3D

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract 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

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

$107K

$1843 / participant

Other / not subdivided$107K100.0%

% of EOY assets

2.490%

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

$45,183

$73,863-38.8%

$143,797-68.6%

$68,490-34.0%

Participation rate

79.3%

66.7%+12.6pp

80.3%-1.0pp

67.9%+11.4pp

Annual return

1.89%

0.91%+1.0pp

-0.04%+1.9pp

-7.85%+9.7pp

Employer contribution / active EE

$1,946

$3,185-38.9%

$4,952-60.7%

$2,597-25.0%

Participant deferral / active EE

$4,913

$3,385+45.2%

$5,638-12.9%

$4,028+22.0%

Admin fee / account holder

$1,125

$5,756-80.5%

$14,679-92.3%

$5,403-79.2%

THE ALLIANCE FOR CHILDRENS RIGHTS 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE ALLIANCE FOR CHILDRENS RIGHTS 403(B) 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