Retirement plan

EMPLOYEE BENEFIT PLAN OF COMMUNITY LINK, INC.

Name: COMMUNITY LINK, INC. - EMPLOYEE BENEFIT PLAN OF COMMUNITY LINK, INC. (2019) Form 5500
Creator: COMMUNITY LINK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF COMMUNITY LINK, INC., COMMUNITY LINK, INC.

COMMUNITY LINK, INC.EIN 37-0955971Plan #002PY 2019

PO BOX 157 - BREESE, IL 622300157618-526-8800commlink.orgLinkedIn51-200 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.6M

+17.3% from 2018

Total participants

168

+8.4% from 2018

Average account balance

$21,877

+8.8% from 2018

Annual return

19.38%

+25.12 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

$4.18M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

165

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.

69.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$367K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$42

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 CORP1 year Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Claims processing; Account maintenanc...	$2,124

Plan features & details

Pension benefit codes2F2G2S2T3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
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

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

0.059%

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: SHEFFEL BOYLE
Auditor EIN: 371206530
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,877

$52,967-58.7%

$172,753-87.3%

$65,186-66.4%

Participation rate

97.3%

66.2%+31.1pp

82.6%+14.7pp

70.2%+27.1pp

Annual return

19.38%

30.12%-10.7pp

803.00%-783.6pp

29.39%-10.0pp

Employer contribution / active EE

$1,034

$2,190-52.8%

$5,144-79.9%

$2,177-52.5%

Participant deferral / active EE

$1,296

$2,471-47.6%

$5,198-75.1%

$3,514-63.1%

Admin fee / account holder

$13

$472-97.3%

$13,956-99.9%

$847-98.5%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP1 year

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Claims processing; Account maintenanc...

$2,124

EMPLOYEE BENEFIT PLAN OF COMMUNITY LINK, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF COMMUNITY LINK, INC.

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