Retirement plan

EMPLOYEE BENEFIT PLAN OF CRITTENTON CENTERS

Name: EMPLOYEE BENEFIT PLAN OF CRITTENTON CENTERS - EMPLOYEE BENEFIT PLAN OF CRITTENTON CENTERS (2016) Form 5500
Creator: EMPLOYEE BENEFIT PLAN OF CRITTENTON CENTERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF CRITTENTON CENTERS, EMPLOYEE BENEFIT PLAN OF CRITTENTON CENTERS

EMPLOYEE BENEFIT PLAN OF CRITTENTON CENTERSEIN 37-0661506Plan #002PY 2016

442 W. JOHN GWYNN JR. AVE. - PEORIA, IL 61605309-674-0105crittentoncenters.orgLinkedIn11-50 employeesindividual & family services

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$498K

No prior year

Total participants

No prior year

Average account balance

$11,061

No prior year

Annual return

-0.08%

No prior year

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.23M

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$144K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2190

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 codes2E2J2G

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$12K

$362 / participant

Other / not subdivided$12K100.0%

% of EOY assets

2.327%

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

$11,061

$77,638-85.8%

$156,551-92.9%

$62,881-82.4%

Participation rate

100.0%

71.2%+28.8pp

84.0%+16.0pp

69.3%+30.7pp

Annual return

-0.08%

50.33%-50.4pp

32.23%-32.3pp

20.14%-20.2pp

Employer contribution / active EE

$1,209

$3,444-64.9%

$5,501-78.0%

$2,281-47.0%

Participant deferral / active EE

$1,650

$3,046-45.8%

$4,871-66.1%

$3,203-48.5%

Admin fee / account holder

$257

$5,561-95.4%

$13,028-98.0%

$4,296-94.0%

EMPLOYEE BENEFIT PLAN OF CRITTENTON CENTERS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF CRITTENTON CENTERS

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