Retirement plan

EMPLOYEE BENEFIT PLAN OF COMMUNITY LINK, INC.

Name: COMMUNITY LINK, INC. - EMPLOYEE BENEFIT PLAN OF COMMUNITY LINK, INC. (2020) 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 2020

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)

$3.7M

+3.2% from 2019

Total participants

173

+3.0% from 2019

Average account balance

$22,857

+4.5% from 2019

Annual return

13.22%

-6.15 pp from 2019

Benchmarks

See 5,414 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,414 peers

Snapshot2020

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 CORP2 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$2,383

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

$22 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.064%

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

$22,857

$58,895-61.2%

$178,503-87.2%

$73,497-68.9%

Participation rate

90.9%

66.2%+24.7pp

81.9%+9.0pp

70.7%+20.2pp

Annual return

13.22%

24.86%-11.6pp

151.12%-137.9pp

28.51%-15.3pp

Employer contribution / active EE

$1,027

$2,236-54.0%

$5,011-79.5%

$2,270-54.7%

Participant deferral / active EE

$1,332

$2,567-48.1%

$5,202-74.4%

$3,740-64.4%

Admin fee / account holder

$15

$400-96.3%

$13,987-99.9%

$513-97.2%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$2,383

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