Retirement plan

COMMUNITY COUNSELING CENTER OF MERCER COUNTY 401(K) PROFIT SHARING PLAN

Name: COMMUNITY COUNSELING CENTER OF MERCER COUNTY - COMMUNITY COUNSELING CENTER OF MERCER COUNTY 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: COMMUNITY COUNSELING CENTER OF MERCER COUNTY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY COUNSELING CENTER OF MERCER COUNTY 401(K) PROFIT SHARING PLAN, COMMUNITY COUNSELING CENTER OF MERCER COUNTY

COMMUNITY COUNSELING CENTER OF MERCER COUNTYEIN 25-1340027Plan #002PY 2019

2201 EAST STATE STREET - HERMITAGE, PA 16148724-981-7141cccmer.orgLinkedIn51-200 employeesmental health care

Prospect flagsLow returnsFailed to transmit contributions

How to read this page

Total assets (EOY)

$3.8M

-6.1% from 2018

Total participants

124

+6.0% from 2018

Average account balance

$38,398

-14.7% from 2018

Annual return

4.75%

-2.55 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

$3.91M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

114

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.

86.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$393K

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

+12.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$142

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 1 by compensation

Provider	Service type	Compensation
GLOBAL RETIREMENT PARTNERS LLC1 year Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 HIGHWAY, SUITE B-30 · SAN RAFAEL, CA 94903	Advisory (Participants)	$9,415

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$14K

$124 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.365%

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: MAHER DUESSEL, CPAS
Auditor EIN: 251622758
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$38,398

$52,961-27.5%

$172,752-77.8%

$65,185-41.1%

Participation rate

76.6%

66.2%+10.4pp

82.6%-6.1pp

70.2%+6.4pp

Annual return

4.75%

30.12%-25.4pp

802.97%-798.2pp

29.38%-24.6pp

Employer contribution / active EE

$1,534

$2,190-29.9%

$5,144-70.2%

$2,177-29.5%

Participant deferral / active EE

$1,484

$2,471-40.0%

$5,198-71.5%

$3,514-57.8%

Admin fee / account holder

$140

$472-70.3%

$13,955-99.0%

$847-83.5%

Provider

Service type

Compensation

GLOBAL RETIREMENT PARTNERS LLC1 year

Filed as: GLOBAL RETIREMENT PARTNERS

Service code 26

HIGHWAY, SUITE B-30 · SAN RAFAEL, CA 94903

Advisory (Participants)

$9,415

COMMUNITY COUNSELING CENTER OF MERCER COUNTY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY COUNSELING CENTER OF MERCER COUNTY 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