Retirement plan

CENTER FOR ORGAN RECOVERY & EDUCATION 401(K) PROFIT SHARING PLAN

Name: CENTER FOR ORGAN RECOVERY & EDUCATION - CENTER FOR ORGAN RECOVERY & EDUCATION 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: CENTER FOR ORGAN RECOVERY & EDUCATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR ORGAN RECOVERY & EDUCATION 401(K) PROFIT SHARING PLAN, CENTER FOR ORGAN RECOVERY & EDUCATION

CENTER FOR ORGAN RECOVERY & EDUCATIONEIN 25-1332885Plan #001PY 2020

204 SIGMA DRIVE - PITTSBURGH, PA 15238412-963-3550core.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$22.6M

+27.4% from 2019

Total participants

185

+5.1% from 2019

Average account balance

$122,023

+21.2% from 2019

Annual return

19.29%

-4.52 pp from 2019

Benchmarks

See 5,415 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,415 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$35.30M

Not enough data

1 years with asset history on file

Average account balance

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

$117K

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.

301

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

$3.08M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+14.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$137

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
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618	Recordkeeping Fees	$13,226
GIERL AUGUSTINE INVESTMENT3 years Service code 27 344 NORTH PIKE ROAD · SARVES, PA 16055	Advisory (Plan)	$10,000
STRATOS WEALTH PARTNERS1 year Filed as: STRATOS WEALTH ADVISORS LLC Service code 27 3750 PARK EAST DR STE 200 · BEACHWOOD, OH 44122	Advisory (Plan)	$10,000

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
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

$34K

$260 / participant

Investment mgmt$34K100.0%

% of EOY assets

0.148%

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: EPSTEIN, TABOR AND SCHORR
Auditor EIN: 251267850
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$122,023

$58,888+107.2%

$178,499-31.6%

$73,493+66.0%

Participation rate

100.0%

66.2%+33.8pp

81.9%+18.1pp

70.7%+29.3pp

Annual return

19.29%

24.86%-5.6pp

151.10%-131.8pp

28.51%-9.2pp

Employer contribution / active EE

$9,587

$2,236+328.7%

$5,011+91.3%

$2,270+322.3%

Participant deferral / active EE

$5,927

$2,568+130.8%

$5,202+13.9%

$3,740+58.5%

Admin fee / account holder

$181

$400-54.8%

$13,986-98.7%

$513-64.7%

Provider

Service type

Compensation

AMERICAN FUNDS2 years

Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI

Service code 64

6455 IRVINE CENTER DRIVE · IRVINE, CA 92618

Recordkeeping Fees

$13,226

GIERL AUGUSTINE INVESTMENT3 years

Service code 27

344 NORTH PIKE ROAD · SARVES, PA 16055

Advisory (Plan)

$10,000

STRATOS WEALTH PARTNERS1 year

Filed as: STRATOS WEALTH ADVISORS LLC

Service code 27

3750 PARK EAST DR STE 200 · BEACHWOOD, OH 44122

Advisory (Plan)

$10,000

CENTER FOR ORGAN RECOVERY & EDUCATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR ORGAN RECOVERY & EDUCATION 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