Retirement plan

ONE CALL COMBINED 401(K) PROFIT SHARING PLAN

Name: ONE CALL CARE MANAGEMENT - ONE CALL COMBINED 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: ONE CALL CARE MANAGEMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ONE CALL COMBINED 401(K) PROFIT SHARING PLAN, ONE CALL CARE MANAGEMENT

ONE CALL CARE MANAGEMENTEIN 22-3218521Plan #001PY 2015

841 PRUDENTIAL DRIVE, SUITE 900 - JACKSONVILLE, FL 32207904-997-7218onecallcm.comLinkedIn1001-5000 employeeshospital & health care

Prospect flagsLow participationFailed to transmit contributionsCorrective distributions

Top hat statement on fileNQDC

Filed June 29, 2020

Plan administrator

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4802 Deer Lake Drive East

Jacksonville, FL 32246

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Plans declared (1)

Plan name not on file2,419 emp

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Total assets (EOY)

$37.3M

No prior year

Total participants

3,229

No prior year

Average account balance

$15,868

No prior year

Annual return

2.14%

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

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

Analytics

Total assets (EOY)

Plan-year ending balance

$97.67M

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.

2,498

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.

92.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9.94M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$146

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
MERRILL LYNCH PIERCE FENNER & SMITH1+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085	Recordkeeping	$38,232
LBA CERTIFIED PUBLIC ACCOUNTANTS PA1+ years Filed as: LBA CERTIFIED PUBLIC ACCOUNTANTS, P Service code 10 · EIN 59-1302284	Accounting	$35,000
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 70 P.O. BOX 116223 · ATLANTA, GA 303686223	Consulting Fees	$29,797

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$195K

$68 / participant

Other / not subdivided$195K100.0%

% of EOY assets

0.524%

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: LBA CERTIFIED PUBLIC ACCOUNT., P.A.
Auditor EIN: 591302284
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,868

$37,039-57.2%

$147,617-89.3%

$59,188-73.2%

Participation rate

69.6%

63.8%+5.8pp

84.6%-15.0pp

69.4%+0.2pp

Annual return

2.14%

7.19%-5.0pp

61.98%-59.8pp

5.51%-3.4pp

Employer contribution / active EE

$683

$1,353-49.5%

$5,564-87.7%

$2,098-67.4%

Participant deferral / active EE

$1,830

$2,094-12.6%

$4,895-62.6%

$3,265-43.9%

Admin fee / account holder

$83

$60+38.0%

$11,612-99.3%

$92-9.9%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH1+ years

Filed as: MERRILL LYNCH, PIERCE, FENNER AND S

Service code 15 · EIN 13-5674085

Recordkeeping

$38,232

LBA CERTIFIED PUBLIC ACCOUNTANTS PA1+ years

Filed as: LBA CERTIFIED PUBLIC ACCOUNTANTS, P

Service code 10 · EIN 59-1302284

Accounting

$35,000

NEWPORT GROUP, INC.1+ years

Filed as: NEWPORT GROUP SECURITIES, INC.

Service code 70

P.O. BOX 116223 · ATLANTA, GA 303686223

Consulting Fees

$29,797

ONE CALL COMBINED 401(K) PROFIT SHARING 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

ONE CALL COMBINED 401(K) PROFIT SHARING 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