Retirement plan

EMPLOYEE BENEFIT PLAN OF COMMUNITY CARE CONNECTIONS, INC.

Name: COMMUNITY CARE CONNECTIONS, INC. - EMPLOYEE BENEFIT PLAN OF COMMUNITY CARE CONNECTIONS, INC. (2019) Form 5500
Creator: COMMUNITY CARE CONNECTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF COMMUNITY CARE CONNECTIONS, INC., COMMUNITY CARE CONNECTIONS, INC.

COMMUNITY CARE CONNECTIONS, INC.EIN 25-1211863Plan #002PY 2019

114 SKYLINE DRIVE - BUTLER, PA 16001724-283-3198communitycareconnect.orgLinkedIn11-50 employeeshospital & health care

Other plans on this EIN

1 filing

#001Retirement-$1.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$275K

+15.8% from 2018

Total participants

+3.6% from 2018

Average account balance

$10,201

+20.1% from 2018

Annual return

17.31%

+24.45 pp from 2018

Benchmarks

See 35,119 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,119 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$615K

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

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

$109K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1998

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2T3D

Plan features

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.
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

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

$30K

$1258 / participant

Other / not subdivided$30K100.0%

% of EOY assets

10.960%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$10,201

$103,008-90.1%

$90,304-88.7%

$152,897-93.3%

Participation rate

91.7%

75.9%+15.8pp

73.3%+18.4pp

82.5%+9.2pp

Annual return

17.31%

95.22%-77.9pp

78.13%-60.8pp

345.43%-328.1pp

Employer contribution / active EE

$283

$3,139-91.0%

$2,855-90.1%

$4,764-94.1%

Participant deferral / active EE

$805

$4,281-81.2%

$3,885-79.3%

$5,851-86.2%

Admin fee / account holder

$1,118

$6,175-81.9%

$5,354-79.1%

$11,599-90.4%

EMPLOYEE BENEFIT PLAN OF COMMUNITY CARE CONNECTIONS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF COMMUNITY CARE CONNECTIONS, INC.

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