Retirement plan

COMMUNITY NURSES, INC. RETIREMENT PLAN

Name: COMMUNITY NURSES, INC. - COMMUNITY NURSES, INC. RETIREMENT PLAN (2018) 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 2018

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

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$3.3M

-4.2% from 2017

Total participants

188

+20.5% from 2017

Average account balance

$27,372

-10.6% from 2017

Annual return

-5.80%

-22.47 pp from 2017

Benchmarks

See 5,259 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,259 peers

Snapshot2018

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 SOLUTIONS3+ years Service code 12 · EIN 13-3689044	Distribution (12b-1) fees; Account ma...	$7,321
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$7K

$45 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.223%

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

$27,372

$47,977-42.9%

$154,114-82.2%

$56,287-51.4%

Participation rate

58.3%

66.2%-7.9pp

83.0%-24.8pp

69.9%-11.6pp

Annual return

-5.80%

3.54%-9.3pp

735.16%-741.0pp

-9.96%+4.2pp

Employer contribution / active EE

$212

$2,169-90.2%

$5,298-96.0%

$2,111-90.0%

Participant deferral / active EE

$1,487

$2,392-37.8%

$5,081-70.7%

$3,350-55.6%

Admin fee / account holder

$61

$438-86.1%

$13,411-99.5%

$521-88.3%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS3+ years

Service code 12 · EIN 13-3689044

Distribution (12b-1) fees; Account ma...

$7,321

NATIONAL FINANCIAL SERVICES3+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

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