Retirement plan

COALINGA VALLEY HEALTH CLINICS, INC. 401(K) PLAN

Name: COALINGA VALLEY HEALTH CLINICS, INC. - COALINGA VALLEY HEALTH CLINICS, INC. 401(K) PLAN (2016) Form 5500
Creator: COALINGA VALLEY HEALTH CLINICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COALINGA VALLEY HEALTH CLINICS, INC. 401(K) PLAN, COALINGA VALLEY HEALTH CLINICS, INC.

COALINGA VALLEY HEALTH CLINICS, INC.EIN 27-0052204Plan #001PY 2016

1145 PHELPS AVE, SUITE B - COALINGA, CA 93210559-935-4374LinkedIn11-50 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$493K

+14.0% from 2015

Total participants

+6.3% from 2015

Average account balance

$35,240

+5.9% from 2015

Annual return

5.00%

+7.95 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.39M

Not enough data

1 years with asset history on file

Average account balance

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

$173K

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.

61.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

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

+15.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6327

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 codes2E2J3D

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.
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

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

$20K

$1505 / participant

Other / not subdivided$20K100.0%

% of EOY assets

3.966%

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

$35,240

$181,896-80.6%

$156,551-77.5%

$273,972-87.1%

Participation rate

76.9%

88.4%-11.5pp

84.0%-7.1pp

83.0%-6.1pp

Annual return

5.00%

30.74%-25.7pp

32.23%-27.2pp

41.46%-36.5pp

Employer contribution / active EE

$1,529

$6,248-75.5%

$5,501-72.2%

$4,869-68.6%

Participant deferral / active EE

$2,560

$5,550-53.9%

$4,871-47.4%

$5,287-51.6%

Admin fee / account holder

$1,398

$15,560-91.0%

$13,028-89.3%

$10,133-86.2%

COALINGA VALLEY HEALTH CLINICS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COALINGA VALLEY HEALTH CLINICS, INC. 401(K) 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