Retirement plan

MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN

Name: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC - MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN (2016) Form 5500
Creator: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN, MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC

MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INCEIN 31-0787073Plan #001PY 2016

474 N. YELLOW SPRINGS STREET - SPRINGFIELD, OH 455042463937-629-3028mhscc.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$8.5M

-17.1% from 2015

Total participants

261

-4.0% from 2015

Average account balance

$39,504

-17.5% from 2015

Annual return

4.49%

+3.64 pp from 2015

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+2.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 1 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070	Contract Administrator	$3,455

Plan features & details

Pension benefit codes2A2C2F2G3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$17 / participant

Contract admin$3K100.0%

% of EOY assets

0.041%

all-in expense ratio

Categories reported

1 / 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: CLARK, SCHAFER, HACKETT & COMPANY
Auditor EIN: 310800053
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$39,504

$46,732-15.5%

$156,552-74.8%

$55,167-28.4%

Participation rate

77.1%

65.8%+11.3pp

84.0%-6.9pp

69.0%+8.1pp

Annual return

4.49%

17.72%-13.2pp

32.23%-27.7pp

169.23%-164.7pp

Employer contribution / active EE

$542

$2,105-74.2%

$5,501-90.1%

$1,963-72.4%

Participant deferral / active EE

$2,204-100.0%

$4,871-100.0%

$3,054-100.0%

Admin fee / account holder

$16

$418-96.2%

$13,028-99.9%

$504-96.8%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION2+ years

Service code 13 · EIN 35-1140070

Contract Administrator

$3,455

MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION 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