Retirement plan

SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC. TAX SHELTERED ANNUITY PLAN

Name: SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC. - SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC. TAX SHELTERED ANNUITY PLAN (2018) Form 5500
Creator: SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC. TAX SHELTERED ANNUITY PLAN, SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC.

SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC.EIN 25-1810162Plan #001PY 2018

2520 NEW BUTLER RD - NEW CASTLE, PA 161013225724-657-3470LinkedIn11-50 employeesmental health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.8M

+2.6% from 2017

Total participants

+3.6% from 2017

Average account balance

$97,350

-0.9% from 2017

Annual return

-5.62%

-21.66 pp from 2017

Benchmarks

See 8,161 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,161 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.73M

Not enough data

1 years with asset history on file

Average account balance

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

$191K

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.

130.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$305K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+10.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17728

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 codes2F2G2L2M2S2T

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$35K

$1407 / participant

Other / not subdivided$35K100.0%

% of EOY assets

1.246%

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

$97,350

$49,177+98.0%

$79,476+22.5%

$64,181+51.7%

Participation rate

100.0%

65.0%+35.0pp

73.3%+26.7pp

69.6%+30.4pp

Annual return

-5.62%

-1.16%-4.5pp

718.21%-723.8pp

7.63%-13.3pp

Employer contribution / active EE

$4,488

$2,076+116.2%

$2,800+60.3%

$2,381+88.5%

Participant deferral / active EE

$5,953

$2,821+111.0%

$3,704+60.7%

$3,470+71.6%

Admin fee / account holder

$1,213

$3,839-68.4%

$5,113-76.3%

$4,887-75.2%

SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC. TAX SHELTERED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC. TAX SHELTERED ANNUITY 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