Retirement plan

CHRISTOPHER RURAL HEALTH PLANNING CORPORATION RETIREMENT PLAN

Name: CHRISTOPHER RURAL HEALTH PLANNING CORPORATION - CHRISTOPHER RURAL HEALTH PLANNING CORPORATION RETIREMENT PLAN (2017) Form 5500
Creator: CHRISTOPHER RURAL HEALTH PLANNING CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHRISTOPHER RURAL HEALTH PLANNING CORPORATION RETIREMENT PLAN, CHRISTOPHER RURAL HEALTH PLANNING CORPORATION

CHRISTOPHER RURAL HEALTH PLANNING CORPORATIONEIN 37-1041283Plan #001PY 2017

4241 HIGHWAY 14 WEST - CHRISTOPHER, IL 62822618-724-2436crhpc.orgLinkedIn201-500 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.3M

+26.8% from 2016

Total participants

273

+5.0% from 2016

Average account balance

$27,354

+19.1% from 2016

Annual return

15.64%

+6.07 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.01M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

348

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.

94.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.25M

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

+10.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$263

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 3 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 MASSACHUSETTS MUTUAL LIFE INSURANCE · SPRINGFIELD, MA 01111	Indirect Investment Fees	$16,839
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121	Insurance Commissions	$8,887
BENEFIT PLANS ADMIN SERVICES, INC.3+ years Filed as: BENEFIT PLANS PLUS Service code 13 · EIN 43-1829594 6 CITYPLACE DR. · ST. LOUIS, MO 63141	Contract Administrator	$5,530

Plan features & details

Pension benefit codes2L2K2G

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$17K

$68 / participant

Other / not subdivided$17K100.0%

% of EOY assets

0.265%

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: KERBER, ECK & BRAECKEL LLP
Auditor EIN: 430352985
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,354

$55,453-50.7%

$170,435-84.0%

$62,293-56.1%

Participation rate

83.5%

66.4%+17.1pp

83.6%-0.1pp

69.5%+14.0pp

Annual return

15.64%

21.38%-5.7pp

205.94%-190.3pp

28.90%-13.3pp

Employer contribution / active EE

$823

$2,164-62.0%

$5,432-84.8%

$2,042-59.7%

Participant deferral / active EE

$2,737

$2,303+18.9%

$4,939-44.6%

$3,169-13.6%

Admin fee / account holder

$73

$455-84.1%

$13,881-99.5%

$479-84.9%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE

Service code 52 · EIN 04-1590850

MASSACHUSETTS MUTUAL LIFE INSURANCE · SPRINGFIELD, MA 01111

Indirect Investment Fees

$16,839

LPL FINANCIAL3+ years

Filed as: LPL FINANCIAL CORPORATION

Service code 53 · EIN 95-2834236

4707 EXECUTIVE DR. · SAN DIEGO, CA 92121

Insurance Commissions

$8,887

BENEFIT PLANS ADMIN SERVICES, INC.3+ years

Filed as: BENEFIT PLANS PLUS

Service code 13 · EIN 43-1829594

6 CITYPLACE DR. · ST. LOUIS, MO 63141

Contract Administrator

$5,530

CHRISTOPHER RURAL HEALTH PLANNING CORPORATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHRISTOPHER RURAL HEALTH PLANNING CORPORATION RETIREMENT 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