Retirement plan

CROSSROADS REHABILITATION CENTER INC. EMPLOYEES PENSION PLAN

Name: CROSSROADS REHABILITATION CENTER INC. - CROSSROADS REHABILITATION CENTER INC. EMPLOYEES PENSION PLAN (2019) Form 5500
Creator: CROSSROADS REHABILITATION CENTER INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CROSSROADS REHABILITATION CENTER INC. EMPLOYEES PENSION PLAN, CROSSROADS REHABILITATION CENTER INC.

CROSSROADS REHABILITATION CENTER INC.EIN 35-0869058Plan #005PY 2019

4740 KINGSWAY DRIVE - INDIANAPOLIS, IN 46205317-466-2016eastersealscrossroads.orgLinkedIn51-200 employeesnon-profit organization management

Other plans on this EIN

1 filing

#006Retirement-$5.5M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$4.9M

+20.9% from 2018

Total participants

233

+7.4% from 2018

Average account balance

$23,024

+15.2% from 2018

Annual return

22.08%

+26.65 pp from 2018

Benchmarks

See 5,341 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,341 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.79M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

175

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.

87.6%

Not enough data

1 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

+12.00%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
AMERICAN UNITED LIFE INSURANCE CO5+ years Service code 52 · EIN 35-0145825	Indirect Investment Fees	$38,287
UBS FINANCIAL SERVICES INC2 years Service code 16 · EIN 13-2638166	Consulting	$24,322

Plan features & details

Pension benefit codes2C2F2G2K2T

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

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: KATZ, SAPPER & MILLER, LLP
Auditor EIN: 351090346
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,024

$52,967-56.5%

$172,753-86.7%

$65,186-64.7%

Participation rate

89.1%

66.2%+22.9pp

82.6%+6.5pp

70.2%+18.9pp

Annual return

22.08%

30.12%-8.0pp

803.00%-780.9pp

29.39%-7.3pp

Employer contribution / active EE

$1,797

$2,190-17.9%

$5,144-65.1%

$2,177-17.4%

Participant deferral / active EE

$2,471-100.0%

$5,198-100.0%

$3,514-100.0%

Admin fee / account holder

$472-100.0%

$13,956-100.0%

$847-100.0%

Provider

Service type

Compensation

AMERICAN UNITED LIFE INSURANCE CO5+ years

Service code 52 · EIN 35-0145825

Indirect Investment Fees

$38,287

UBS FINANCIAL SERVICES INC2 years

Service code 16 · EIN 13-2638166

Consulting

$24,322

CROSSROADS REHABILITATION CENTER INC. EMPLOYEES PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CROSSROADS REHABILITATION CENTER 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