Retirement plan

COMMUNITY NURSES, INC. RETIREMENT PLAN

Name: COMMUNITY NURSES, INC. - COMMUNITY NURSES, INC. RETIREMENT PLAN (2016) Form 5500
Creator: COMMUNITY NURSES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY NURSES, INC. RETIREMENT PLAN, COMMUNITY NURSES, INC.

COMMUNITY NURSES, INC.EIN 25-1623598Plan #001PY 2016

757 JOHNSONBURG RD STE 200 - ST MARYS, PA 158573488814-781-1415LinkedIn51-200 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.8M

No prior year

Total participants

143

No prior year

Average account balance

$23,152

No prior year

Annual return

4.76%

No prior year

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.54M

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

250

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

$361K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+21.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$70

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 2 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS1+ years Service code 12 · EIN 13-3689044	Finders' fees / placement fees; Inves...	$3,820
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$30 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.135%

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: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,152

$46,732-50.5%

$156,551-85.2%

$55,167-58.0%

Participation rate

83.3%

65.8%+17.5pp

84.0%-0.7pp

69.0%+14.3pp

Annual return

4.76%

17.72%-13.0pp

32.23%-27.5pp

169.23%-164.5pp

Employer contribution / active EE

$295

$2,105-86.0%

$5,501-94.6%

$1,963-85.0%

Participant deferral / active EE

$1,073

$2,204-51.3%

$4,871-78.0%

$3,054-64.9%

Admin fee / account holder

$31

$418-92.5%

$13,028-99.8%

$504-93.8%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS1+ years

Service code 12 · EIN 13-3689044

Finders' fees / placement fees; Inves...

$3,820

NATIONAL FINANCIAL SERVICES1+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

COMMUNITY NURSES, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY NURSES, INC. RETIREMENT 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