Retirement plan

403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE AND HOLMES COUNTIES

Name: THE COUNSELING CENTER OF WAYNE AND HOLMES COUNTIES - 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE AND HOLMES COUNTIES (2017) Form 5500
Creator: THE COUNSELING CENTER OF WAYNE AND HOLMES COUNTIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE AND HOLMES COUNTIES, THE COUNSELING CENTER OF WAYNE AND HOLMES COUNTIES

THE COUNSELING CENTER OF WAYNE AND HOLMES COUNTIESEIN 34-6003994Plan #002PY 2017

2285 BENDEN DR - WOOSTER, OH 44691330-264-9029LinkedIn1-10 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.1M

+19.8% from 2016

Total participants

148

+2.8% from 2016

Average account balance

$29,332

+24.1% from 2016

Annual return

16.07%

+8.91 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

$7.33M

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

159

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.

71.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$334K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10

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

1 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
MUTUAL OF AMERICA INVESTMENT CORP2+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$1,878

Plan features & details

Pension benefit codes2F2G2L2T

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$19 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.046%

all-in expense ratio

Categories reported

0 / 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: CLIFTONLARSONALLEN
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,332

$84,236-65.2%

$170,435-82.8%

$70,126-58.2%

Participation rate

90.8%

70.8%+20.0pp

83.6%+7.2pp

69.5%+21.3pp

Annual return

16.07%

23.06%-7.0pp

205.94%-189.9pp

73.15%-57.1pp

Employer contribution / active EE

$2,279

$3,387-32.7%

$5,432-58.0%

$2,343-2.7%

Participant deferral / active EE

$1,141

$3,086-63.0%

$4,939-76.9%

$3,332-65.8%

Admin fee / account holder

$14

$5,698-99.8%

$13,881-99.9%

$4,645-99.7%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$1,878

403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE AND HOLMES COUNTIES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE AND HOLMES COUNTIES

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