Retirement plan

EMPLOYEE BENEFIT PLAN OF COMMUNITY LINK, INC.

Name: COMMUNITY LINK, INC. - EMPLOYEE BENEFIT PLAN OF COMMUNITY LINK, INC. (2021) 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 2021

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)

$3.9M

+5.8% from 2020

Total participants

169

-2.3% from 2020

Average account balance

$24,178

+5.8% from 2020

Annual return

16.38%

+3.16 pp from 2020

Benchmarks

See 5,351 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,351 peers

Snapshot2021

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 CORP3 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$2,463

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

$23 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.062%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,178

$61,166-60.5%

$185,849-87.0%

$79,391-69.5%

Participation rate

94.3%

66.6%+27.7pp

81.7%+12.6pp

70.7%+23.6pp

Annual return

16.38%

19.45%-3.1pp

122.10%-105.7pp

116.88%-100.5pp

Employer contribution / active EE

$1,124

$2,321-51.6%

$5,169-78.3%

$2,428-53.7%

Participant deferral / active EE

$1,462

$2,789-47.6%

$5,569-73.8%

$4,046-63.9%

Admin fee / account holder

$15

$710-97.9%

$16,244-99.9%

$627-97.6%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP3 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$2,463

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