Retirement plan

SDTC - THE CENTER FOR DISCOVERY RETIREMENT PLAN

Name: THE CENTER FOR DISCOVERY, INC. - SDTC - THE CENTER FOR DISCOVERY RETIREMENT PLAN (2015) Form 5500
Creator: THE CENTER FOR DISCOVERY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SDTC - THE CENTER FOR DISCOVERY RETIREMENT PLAN, THE CENTER FOR DISCOVERY, INC.

THE CENTER FOR DISCOVERY, INC.EIN 14-1395426Plan #001PY 2015

BEN MOSHE ROAD, PO BOX 840 - HARRIS, NY 127420840845-794-1400thecenterfordiscovery.orgLinkedIn1001-5000 employeeshospital & health care

Other plans on this EIN

1 filing

#002Retirement-$1.4M assets

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed October 18, 2004

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$34.1M

No prior year

Total participants

1,565

No prior year

Average account balance

$24,049

No prior year

Annual return

-1.84%

No prior year

Benchmarks

See 1,197 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,197 peers

Snapshot2015

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$73.31M

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

1,698

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.

84.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.24M

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

+13.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$102

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$110,294
LONG ISLAND EMPLOYEE BENEFITS GROUP1+ years Service code 13 325 WIRELESS BLVD · HAUPPAUGE, NY 11788	Contract Administrator	$51,931
JP MORGAN INVESTMENT MANAGEMENT INC1+ years Filed as: MEEDER INVESTMENT MANAGEMENT Service code 26 6125 MEMORIAL DRIVE · DUBLIN, OH 43017	Advisory (Participants)	$42,719

Plan features & details

Pension benefit codes2A2E2F2G2J2K2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$205K

$150 / participant

Investment mgmt$145K70.5%
Contract admin$52K25.3%
Other / not subdivided$8K4.1%

% of EOY assets

0.601%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BAKER TILLY VIRCHOW KRAUSE, LLP
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,049

$37,039-35.1%

$147,614-83.7%

$59,188-59.4%

Participation rate

89.3%

63.8%+25.5pp

84.6%+4.7pp

69.4%+19.9pp

Annual return

-1.84%

7.19%-9.0pp

61.98%-63.8pp

5.51%-7.3pp

Employer contribution / active EE

$1,376

$1,353+1.7%

$5,564-75.3%

$2,098-34.4%

Participant deferral / active EE

$1,096

$2,094-47.7%

$4,895-77.6%

$3,265-66.4%

Admin fee / account holder

$144

$60+139.9%

$11,611-98.8%

$92+56.6%

Provider

Service type

Compensation

NATIONWIDE1+ years

Filed as: NATIONWIDE LIFE INSURANCE COMPANY

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$110,294

LONG ISLAND EMPLOYEE BENEFITS GROUP1+ years

Service code 13

325 WIRELESS BLVD · HAUPPAUGE, NY 11788

Contract Administrator

$51,931

JP MORGAN INVESTMENT MANAGEMENT INC1+ years

Filed as: MEEDER INVESTMENT MANAGEMENT

Service code 26

6125 MEMORIAL DRIVE · DUBLIN, OH 43017

Advisory (Participants)

$42,719

SDTC - THE CENTER FOR DISCOVERY RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SDTC - THE CENTER FOR DISCOVERY RETIREMENT PLAN

Top hat statement on fileNQDC

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