Retirement plan

CARE RETIREMENT SAVINGS PLAN FOR NONRESIDENT ALIEN EMPLOYEES

Name: CARE, INC. - CARE RETIREMENT SAVINGS PLAN FOR NONRESIDENT ALIEN EMPLOYEES (2018) Form 5500
Creator: CARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARE RETIREMENT SAVINGS PLAN FOR NONRESIDENT ALIEN EMPLOYEES, CARE, INC.

CARE, INC.EIN 13-1685039Plan #005PY 2018

151 ELLIS STREET NE - ATLANTA, GA 30303404-979-9337

Other plans on this EIN

1 filing

#004Retirement-$67.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$21.2M

-0.5% from 2017

Total participants

653

+3.0% from 2017

Average account balance

$32,476

-3.4% from 2017

Annual return

-5.03%

-21.82 pp from 2017

Benchmarks

See 5,259 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,259 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$35.99M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

674

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.98M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$106

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
TRANSAMERICA RETIREMENT SOLUTIONS4+ years Service code 12 · EIN 13-3689044	Direct payment from the plan; Claims ...	$71,525
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0

Plan features & details

Pension benefit codes2E2F2G2J2T

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$72K

$315 / participant

Other / not subdivided$72K100.0%

% of EOY assets

0.337%

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: MOORE STEPHENS TILLER, LLC
Auditor EIN: 580673524
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,476

$47,977-32.3%

$154,108-78.9%

$56,289-42.3%

Participation rate

100.0%

66.2%+33.8pp

83.0%+17.0pp

69.9%+30.1pp

Annual return

-5.03%

3.54%-8.6pp

735.21%-740.2pp

-9.96%+4.9pp

Employer contribution / active EE

$3,546

$2,169+63.5%

$5,298-33.1%

$2,111+68.0%

Participant deferral / active EE

$3,993

$2,392+66.9%

$5,081-21.4%

$3,350+19.2%

Admin fee / account holder

$110

$438-75.0%

$13,411-99.2%

$521-79.0%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS4+ years

Service code 12 · EIN 13-3689044

Direct payment from the plan; Claims ...

$71,525

NATIONAL FINANCIAL SERVICES4+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

CARE RETIREMENT SAVINGS PLAN FOR NONRESIDENT ALIEN EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARE RETIREMENT SAVINGS PLAN FOR NONRESIDENT ALIEN EMPLOYEES

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