Retirement plan

EMPLOYEE BENEFIT PLAN OF CRAWFORD COUNTY MENTAL HEALTH AWARENESS PROGRAM

Name: CRAWFORD COUNTY MENTAL HEALTH AWARENESS PROGRAM - EMPLOYEE BENEFIT PLAN OF CRAWFORD COUNTY MENTAL HEALTH AWARENESS PROGRAM (2017) Form 5500
Creator: CRAWFORD COUNTY MENTAL HEALTH AWARENESS PROGRAM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF CRAWFORD COUNTY MENTAL HEALTH AWARENESS PROGRAM, CRAWFORD COUNTY MENTAL HEALTH AWARENESS PROGRAM

CRAWFORD COUNTY MENTAL HEALTH AWARENESS PROGRAMEIN 25-1633859Plan #002PY 2017

944 LIBERTY ST - MEADVILLE, PA 16335814-333-2924chapsinc.orgLinkedIn11-50 employees

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$964K

+20.0% from 2016

Total participants

+16.7% from 2016

Average account balance

$22,951

+0.0% from 2016

Annual return

8.55%

+5.05 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.22M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

86.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$263K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2884

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 codes2E2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$9K

$309 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.961%

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

$22,951

$84,236-72.8%

$170,435-86.5%

$70,126-67.3%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

8.55%

23.06%-14.5pp

205.94%-197.4pp

73.15%-64.6pp

Employer contribution / active EE

$1,560

$3,387-53.9%

$5,432-71.3%

$2,343-33.4%

Participant deferral / active EE

$1,802

$3,086-41.6%

$4,939-63.5%

$3,332-45.9%

Admin fee / account holder

$221

$5,698-96.1%

$13,881-98.4%

$4,645-95.3%

EMPLOYEE BENEFIT PLAN OF CRAWFORD COUNTY MENTAL HEALTH AWARENESS PROGRAM

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF CRAWFORD COUNTY MENTAL HEALTH AWARENESS PROGRAM

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