Retirement plan

COMPREHENSIVE SENIOR CARE CORP. 403(B) PLAN

Name: COMPREHENSIVE SENIOR CARE CORP. - COMPREHENSIVE SENIOR CARE CORP. 403(B) PLAN (2019) Form 5500
Creator: COMPREHENSIVE SENIOR CARE CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPREHENSIVE SENIOR CARE CORP. 403(B) PLAN, COMPREHENSIVE SENIOR CARE CORP.

COMPREHENSIVE SENIOR CARE CORP.EIN 01-0866698Plan #001PY 2019

200 W. MICHIGAN AVE., SUITE 103 - BATTLE CREEK, MI 49017269-441-9305

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$2.6M

+51.7% from 2018

Total participants

293

+21.1% from 2018

Average account balance

$18,794

+24.8% from 2018

Annual return

27.35%

+36.73 pp from 2018

Benchmarks

See 3,878 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,878 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.22M

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

201

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.

39.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.16M

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

+13.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$156

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
SANFORD ADVISORY SERVICES3 years Service code 26 · EIN 27-0645757	Advisory (Participants)	$11,663
AMERICAN UNITED LIFE INSURANCE CO3 years Service code 15 · EIN 35-0145825	Recordkeeping	$0

Plan features & details

Pension benefit codes2L2E2F2G2K2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$13K

$49 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.497%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: FISHER SPIEGEL KUNKLE & GERBER PC
Auditor EIN: 382771156
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,794

$62,928-70.1%

$172,753-89.1%

$67,582-72.2%

Participation rate

43.3%

64.5%-21.2pp

82.6%-39.4pp

71.3%-28.0pp

Annual return

27.35%

30.36%-3.0pp

803.00%-775.7pp

378.57%-351.2pp

Employer contribution / active EE

$565

$1,636-65.5%

$5,144-89.0%

$2,148-73.7%

Participant deferral / active EE

$2,040

$2,145-4.9%

$5,198-60.7%

$3,539-42.4%

Admin fee / account holder

$93

$167-44.0%

$13,956-99.3%

$142-34.4%

Provider

Service type

Compensation

SANFORD ADVISORY SERVICES3 years

Service code 26 · EIN 27-0645757

Advisory (Participants)

$11,663

AMERICAN UNITED LIFE INSURANCE CO3 years

Service code 15 · EIN 35-0145825

Recordkeeping

COMPREHENSIVE SENIOR CARE CORP. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPREHENSIVE SENIOR CARE CORP. 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