Retirement plan

COBBS CREEK HEALTHCARE, LLC 401K PLAN

Name: COBBS CREEK HEALTHCARE, LLC - COBBS CREEK HEALTHCARE, LLC 401K PLAN (2019) Form 5500
Creator: COBBS CREEK HEALTHCARE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COBBS CREEK HEALTHCARE, LLC 401K PLAN, COBBS CREEK HEALTHCARE, LLC

COBBS CREEK HEALTHCARE, LLCEIN 26-3464541Plan #001PY 2019

200 MORGAN AVE - HAVERTOWN, PA 19083610-513-8740cobbscreekhealthcare.comLinkedIn51-200 employeespharmaceuticals

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$388K

+48.2% from 2018

Total participants

+37.5% from 2018

Average account balance

$38,793

-11.1% from 2018

Annual return

22.26%

+19.80 pp from 2018

Benchmarks

See 31,993 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,993 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.47M

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

144.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$496K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+17.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1852

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 codes2E2F2J2T3D

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).
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

1 tripped

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

$3K

$264 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.748%

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

$38,793

$183,978-78.9%

$162,171-76.1%

$152,885-74.6%

Participation rate

90.9%

88.5%+2.4pp

87.6%+3.4pp

82.5%+8.5pp

Annual return

22.26%

150.78%-128.5pp

115.60%-93.3pp

345.39%-323.1pp

Employer contribution / active EE

$6,370-100.0%

$5,613-100.0%

$4,763-100.0%

Participant deferral / active EE

$6,176

$8,033-23.1%

$7,297-15.4%

$5,851+5.6%

Admin fee / account holder

$290

$13,122-97.8%

$10,843-97.3%

$11,598-97.5%

COBBS CREEK HEALTHCARE, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COBBS CREEK HEALTHCARE, LLC 401K 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