Retirement plan

CCN AMERICA, LP PENSION PLAN

Name: CCN AMERICA, LP - CCN AMERICA, LP PENSION PLAN (2019) Form 5500
Creator: CCN AMERICA, LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CCN AMERICA, LP PENSION PLAN, CCN AMERICA, LP

CCN AMERICA, LPEIN 20-5193967Plan #001PY 2019

300 PENN CENTER BLVD, SUITE 505 - PITTSBURGH, PA 15235412-349-6303

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$8.1M

+32.4% from 2018

Total participants

148

+6.5% from 2018

Average account balance

$54,457

+24.4% from 2018

Annual return

23.20%

+31.05 pp from 2018

Benchmarks

See 5,342 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,342 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.31M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

200

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

$1.05M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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)

$273

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 3 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY1 year Service code 26 · EIN 71-0294708	Advisory (Participants)	$1,182
METRO BENEFITS, INC.1 year Service code 13 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237	Contract Administrator	$65
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$25

Plan features & details

Pension benefit codes2E2F2J2K2T3D

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).
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$7K

$58 / participant

Contract admin$7K100.0%

% of EOY assets

0.081%

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: SISTERSON & CO. LLP
Auditor EIN: 251467156
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,457

$52,961+2.8%

$172,752-68.5%

$65,185-16.5%

Participation rate

100.0%

66.2%+33.8pp

82.6%+17.4pp

70.2%+29.8pp

Annual return

23.20%

30.12%-6.9pp

802.97%-779.8pp

29.38%-6.2pp

Employer contribution / active EE

$2,865

$2,190+30.8%

$5,144-44.3%

$2,177+31.6%

Participant deferral / active EE

$3,788

$2,471+53.3%

$5,198-27.1%

$3,514+7.8%

Admin fee / account holder

$44

$472-90.6%

$13,955-99.7%

$847-94.8%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY1 year

Service code 26 · EIN 71-0294708

Advisory (Participants)

$1,182

METRO BENEFITS, INC.1 year

Service code 13

8150 PERRY HIGHWAY · PITTSBURGH, PA 15237

Contract Administrator

$65

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: GREAT WEST LIFE & ANNUITY INSURANCE

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$25

CCN AMERICA, LP PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CCN AMERICA, LP PENSION 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