Retirement plan

COMMUNITY CARE, INC. SAFE HARBOR 401(K) PLAN

Name: COMMUNITY CARE, INC. - COMMUNITY CARE, INC. SAFE HARBOR 401(K) PLAN (2015) Form 5500
Creator: COMMUNITY CARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY CARE, INC. SAFE HARBOR 401(K) PLAN, COMMUNITY CARE, INC.

COMMUNITY CARE, INC.EIN 39-1264667Plan #001PY 2015

3220 VLIET STREEET - MILWAUKEE, WI 53208414-231-4000communitycareinc.orgLinkedIn501-1000 employeeshospital & health care

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$9.9M

No prior year

Total participants

983

No prior year

Average account balance

$10,136

No prior year

Annual return

3.24%

No prior year

Benchmarks

See 3,168 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,168 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$60.83M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

1,141

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.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.65M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22

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 2 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY1+ years Service code 15 · EIN 01-0233346 601 CONGRESS STREET · BOSTON, MA 02116	Recordkeeping	$30,768
NATIONAL BENEFIT SERVICES, LLC1+ years Filed as: NATIONAL BENEFIT SERVICES, INC. Service code 17 · EIN 36-2998347 300 W ADAMS ST SUTIE 415 · CHICAGO, IL 60606	Pension Consulting	$26,264

Plan features & details

Pension benefit codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$59K

$73 / participant

Investment mgmt$2K2.8%
Contract admin$31K52.4%
Other / not subdivided$26K44.7%

% of EOY assets

0.592%

all-in expense ratio

Categories reported

2 / 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: DUFEK & COMPANY, LLC
Auditor EIN: 271515696
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$10,136

$37,117-72.7%

$147,617-93.1%

$55,191-81.6%

Participation rate

99.4%

63.6%+35.8pp

84.6%+14.8pp

69.2%+30.2pp

Annual return

3.24%

3.44%-0.2pp

61.98%-58.7pp

10.78%-7.5pp

Employer contribution / active EE

$1,835

$1,620+13.2%

$5,564-67.0%

$1,899-3.4%

Participant deferral / active EE

$3,182

$1,985+60.3%

$4,895-35.0%

$3,046+4.5%

Admin fee / account holder

$60

$86-29.9%

$11,612-99.5%

$91-33.9%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY1+ years

Service code 15 · EIN 01-0233346

601 CONGRESS STREET · BOSTON, MA 02116

Recordkeeping

$30,768

NATIONAL BENEFIT SERVICES, LLC1+ years

Filed as: NATIONAL BENEFIT SERVICES, INC.

Service code 17 · EIN 36-2998347

300 W ADAMS ST SUTIE 415 · CHICAGO, IL 60606

Pension Consulting

$26,264

COMMUNITY CARE, INC. SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY CARE, INC. SAFE HARBOR 401(K) 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