Retirement plan

CENTRAL COUNTIES HEALTH CENTERS

Name: CENTRAL COUNTIES HEALTH CENTERS, IN - CENTRAL COUNTIES HEALTH CENTERS (2023) Form 5500
Creator: CENTRAL COUNTIES HEALTH CENTERS, IN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL COUNTIES HEALTH CENTERS, CENTRAL COUNTIES HEALTH CENTERS, IN

CENTRAL COUNTIES HEALTH CENTERS, INEIN 37-1361916Plan #001PY 2023

2239 E COOK ST - SPRINGFIELD, IL 62703217-788-2300centralcounties.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$11.4M

+23.8% from 2022

Total participants

108

-6.9% from 2022

Average account balance

$137,064

+23.8% from 2022

Annual return

17.87%

+33.30 pp from 2022

Benchmarks

See 20,801 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,801 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.26M

Not enough data

1 years with asset history on file

Average account balance

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

$209K

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.

94.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$874K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28330

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 codes2M3D2G2F2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$252K

$3076 / participant

Other / not subdivided$252K100.0%

% of EOY assets

2.217%

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

$137,064

$77,908+75.9%

$149,696-8.4%

$75,173+82.3%

Participation rate

69.5%

65.6%+3.9pp

78.8%-9.3pp

67.2%+2.3pp

Annual return

17.87%

31.73%-13.9pp

134.46%-116.6pp

160.72%-142.8pp

Employer contribution / active EE

$3,461

$3,138+10.3%

$4,821-28.2%

$2,671+29.6%

Participant deferral / active EE

$6,250

$3,411+83.2%

$5,682+10.0%

$4,126+51.5%

Admin fee / account holder

$3,039

$5,950-48.9%

$13,212-77.0%

$5,651-46.2%

CENTRAL COUNTIES HEALTH CENTERS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL COUNTIES HEALTH 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