Retirement plan

CROSS COUNTRY HEALTHCARE, INC. 401(K) PLAN

Name: CROSS COUNTRY HEALTHCARE, INC. - CROSS COUNTRY HEALTHCARE, INC. 401(K) PLAN (2017) Form 5500
Creator: CROSS COUNTRY HEALTHCARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CROSS COUNTRY HEALTHCARE, INC. 401(K) PLAN, CROSS COUNTRY HEALTHCARE, INC.

CROSS COUNTRY HEALTHCARE, INC.EIN 13-4066229Plan #001PY 2017

6551 PARK OF COMMERCE BLVD. - BOCA RATON, FL 33487800-998-5164crosscountry.comLinkedIn1001-5000 employeesstaffing and recruiting

Prospect flagsLow participation

Top hat statement on fileNQDC

Filed December 11, 2017 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

5201 Congress Avenue

Boca Raton State: FL Zip Code: 33487

Email— Sign in and upgrade to view Phone— Sign in and upgrade to view

Plans declared (1)

Cross Country Healthcare Executive Nonqualified Excess Plan1,689 emp

Open the filing PDF

How to read this page

Total assets (EOY)

$128.3M

+15.5% from 2016

Total participants

9,719

-22.2% from 2016

Average account balance

$31,116

+7.0% from 2016

Annual return

19.32%

+10.93 pp from 2016

Benchmarks

See 33 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants5,000-9,999

Cohort33 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$218.25M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

5,556

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.

14.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18.67M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$961

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

+15.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$114

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
FIFTH THIRD BANK RETIREMENT SERVICE3+ years Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263	Recordkeeping Fees	$296,167
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 102 WEST WHITING STREET, SUITE 400 · TAMPA, FL 33602	Advisory (Plan)	$52,000

Plan features & details

Pension benefit codes2E2F2G2J2K3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$348K

$49 / participant

Contract admin$348K100.0%
Other / not subdivided$70.0%

% of EOY assets

0.271%

all-in expense ratio

Categories reported

1 / 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: GLADSTONE & COMPANY, CPAS
Auditor EIN: 204111312
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,116

$35,598-12.6%

$81,473-61.8%

$177,276-82.4%

Participation rate

20.5%

43.3%-22.8pp

68.0%-47.5pp

74.8%-54.3pp

Annual return

19.32%

22.81%-3.5pp

38.78%-19.5pp

21.25%-1.9pp

Employer contribution / active EE

$101

$903-88.8%

$2,568-96.1%

$2,479-95.9%

Participant deferral / active EE

$834

$1,276-34.7%

$3,537-76.4%

$3,881-78.5%

Admin fee / account holder

$84

$82+3.5%

$4,561-98.1%

$154-45.2%

Provider

Service type

Compensation

FIFTH THIRD BANK RETIREMENT SERVICE3+ years

Service code 64

38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263

Recordkeeping Fees

$296,167

CAPFINANCIAL PARTNERS LLC3+ years

Filed as: CAPTRUST FINANCIAL ADVISORS

Service code 27

102 WEST WHITING STREET, SUITE 400 · TAMPA, FL 33602

Advisory (Plan)

$52,000

CROSS COUNTRY HEALTHCARE, INC. 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CROSS COUNTRY HEALTHCARE, INC. 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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