Retirement plan

GREEN COUNTRY BEHAVIORAL HEALTH SERVICES, INC. 401(K) PROFIT SHARING PLAN

Name: GREEN COUNTRY BEHAVIORAL HEALTH SERVICES, INC. - GREEN COUNTRY BEHAVIORAL HEALTH SERVICES, INC. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: GREEN COUNTRY BEHAVIORAL HEALTH SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREEN COUNTRY BEHAVIORAL HEALTH SERVICES, INC. 401(K) PROFIT SHARING PLAN, GREEN COUNTRY BEHAVIORAL HEALTH SERVICES, INC.

GREEN COUNTRY BEHAVIORAL HEALTH SERVICES, INC.EIN 20-1079088Plan #001PY 2021

619 NORTH MAIN STREET - MUSKOGEE, OK 744014431918-682-8407gcbhs.orgLinkedIn51-200 employeesmental health care

Prospect flagsHigh feesLow employer contributionLow participant contribution

How to read this page

Total assets (EOY)

$4.4M

+26.1% from 2020

Total participants

109

-7.6% from 2020

Average account balance

$46,443

+56.6% from 2020

Annual return

25.04%

+26.52 pp from 2020

Benchmarks

See 351 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Cohort351 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.42M

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.

149

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.

78.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$598K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$281

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 2 by compensation

Provider	Service type	Compensation
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS Service code 27 · EIN 43-0538770 213 NORTH THIRD STREET · MUSKOGEE, OK 74401	Advisory (Plan)	$34,879
FRANK WERNTZ & AS.,INC.1 year Service code 17 · EIN 73-1522738 419 W BROADWAY ST STE 201 · MUSKOGEE, OK 744016632	Pension Consulting	$0

Plan features & details

Pension benefit codes2E2J2K2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$35K

$353 / participant

Investment mgmt$35K100.0%

% of EOY assets

0.792%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: EIDE BAILLY
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,443

$299,959-84.5%

$185,851-75.0%

Participation rate

85.9%

61.2%+24.6pp

81.7%+4.2pp

Annual return

25.04%

9.80%+15.2pp

122.11%-97.1pp

Employer contribution / active EE

$1,120

$1,731-35.3%

$5,168-78.3%

Participant deferral / active EE

$1,837

$2,385-23.0%

$5,569-67.0%

Admin fee / account holder

$368

$47,864-99.2%

$16,245-97.7%

Provider

Service type

Compensation

STIFEL NICOLAUS & CO INC1 year

Filed as: STIFEL NICOLAUS

Service code 27 · EIN 43-0538770

213 NORTH THIRD STREET · MUSKOGEE, OK 74401

Advisory (Plan)

$34,879

FRANK WERNTZ & AS.,INC.1 year

Service code 17 · EIN 73-1522738

419 W BROADWAY ST STE 201 · MUSKOGEE, OK 744016632

Pension Consulting

GREEN COUNTRY BEHAVIORAL HEALTH SERVICES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREEN COUNTRY BEHAVIORAL HEALTH SERVICES, INC. 401(K) PROFIT SHARING 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