Retirement plan

ATLANTICARE 401(K) SAVINGS PLAN

Name: ATLANTICARE HEALTH SYSTEMS, INC. - ATLANTICARE 401(K) SAVINGS PLAN (2017) Form 5500
Creator: ATLANTICARE HEALTH SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATLANTICARE 401(K) SAVINGS PLAN, ATLANTICARE HEALTH SYSTEMS, INC.

ATLANTICARE HEALTH SYSTEMS, INC.EIN 22-3265213Plan #002PY 2017

6550 DELILAH RD, BLDG. 400 STE 410 - EGG HARBOR TOWNSHIP, NJ 08234609-407-2055LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$437.8M assets

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed September 3, 2013 (most recent of 4 filings on file)

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)

$4.7M

+10.9% from 2016

Total participants

223

-3.5% from 2016

Average account balance

$23,012

+13.1% from 2016

Annual return

14.17%

+7.70 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$9.31M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

280

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.

84.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$987K

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

+12.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25

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 6 by compensation

Provider	Service type	Compensation
METLIFE LIFE INSURANCE COMPANY2 years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277	Recordkeeping Fees	$10,821
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES W CAMMACK ASSOCIATES INC Service code 16 2 RECTOR ST 23RD FL · NEW YORK, NY 10006	Consulting	$1,950
ADAMS ADDRESSING ASSOCIATES3+ years Service code 99 39 FARINELLA DR · EAST HANOVER, NJ 07936	Other Fees	$856
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111	Other Commissions	$225
MASSACHUSETTS MUTUAL LIFE INS. CO.2 years Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111	Other Commissions	$214
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154	Securities brokerage	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2S3D3H

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.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$14K

$101 / participant

Contract admin$14K100.0%

% of EOY assets

0.290%

all-in expense ratio

Categories reported

1 / 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: WITHUM SMITH AND BROWN
Auditor EIN: 222027092
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,012

$55,453-58.5%

$170,442-86.5%

$62,292-63.1%

Participation rate

85.9%

66.4%+19.6pp

83.6%+2.3pp

69.5%+16.4pp

Annual return

14.17%

21.38%-7.2pp

205.93%-191.8pp

28.90%-14.7pp

Employer contribution / active EE

$911

$2,164-57.9%

$5,433-83.2%

$2,042-55.4%

Participant deferral / active EE

$2,052

$2,303-10.9%

$4,939-58.5%

$3,169-35.2%

Admin fee / account holder

$67

$455-85.3%

$13,880-99.5%

$479-86.1%

Provider

Service type

Compensation

METLIFE LIFE INSURANCE COMPANY2 years

Service code 64

11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277

Recordkeeping Fees

$10,821

CHARLES SCHWAB & CO., INC.3+ years

Filed as: CHARLES W CAMMACK ASSOCIATES INC

Service code 16

2 RECTOR ST 23RD FL · NEW YORK, NY 10006

Consulting

$1,950

ADAMS ADDRESSING ASSOCIATES3+ years

Service code 99

39 FARINELLA DR · EAST HANOVER, NJ 07936

Other Fees

$856

MSI FINANCIAL SERVICES INC.2 years

Service code 55

1295 STATE STREET · SPRINGFIELD, MA 01111

Other Commissions

$225

MASSACHUSETTS MUTUAL LIFE INS. CO.2 years

Filed as: MML INVESTORS SERVICES

Service code 55

1295 STATE STREET · SPRINGFIELD, MA 01111

Other Commissions

$214

TD AMERITRADE, INC.3+ years

Service code 33

200 S. 108TH AVENUE · OMAHA, NE 68154

Securities brokerage

ATLANTICARE 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATLANTICARE 401(K) SAVINGS 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