Retirement plan

COMMUNITY CARE, INC. 401(K) PLAN

Name: COMMUNITY CARE, INC. - COMMUNITY CARE, INC. 401(K) PLAN (2016) Form 5500
Creator: COMMUNITY CARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY CARE, INC. 401(K) PLAN, COMMUNITY CARE, INC.

COMMUNITY CARE, INC.EIN 39-1264667Plan #001PY 2016

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$13.3M

+33.9% from 2015

Total participants

958

-2.5% from 2015

Average account balance

$15,013

+48.1% from 2015

Annual return

9.33%

+6.09 pp from 2015

Benchmarks

See 3,733 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,733 peers

Snapshot2016

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 COMPANY2+ years Service code 15 · EIN 01-0233346 601 CONGRESS STREET · BOSTON, MA 02116	Recordkeeping	$35,824
NATIONAL BENEFIT SERVICES, LLC2+ years Filed as: NATIONAL BENEFIT SERVICES, INC. Service code 17 · EIN 36-2998347 300 W ADAMS ST SUTIE 415 · CHICAGO, IL 60606	Pension Consulting	$25,234

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$40K

$51 / participant

Investment mgmt$2K5.7%
Contract admin$37K94.3%

% of EOY assets

0.298%

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: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,013

$36,916-59.3%

$156,551-90.4%

$57,658-74.0%

Participation rate

90.5%

63.4%+27.0pp

84.0%+6.4pp

70.2%+20.2pp

Annual return

9.33%

12.38%-3.1pp

32.23%-22.9pp

5.13%+4.2pp

Employer contribution / active EE

$1,015

$1,571-35.4%

$5,501-81.5%

$1,974-48.6%

Participant deferral / active EE

$3,193

$1,926+65.8%

$4,871-34.5%

$3,061+4.3%

Admin fee / account holder

$45

$82-45.8%

$13,028-99.7%

$95-52.7%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY2+ years

Service code 15 · EIN 01-0233346

601 CONGRESS STREET · BOSTON, MA 02116

Recordkeeping

$35,824

NATIONAL BENEFIT SERVICES, LLC2+ years

Filed as: NATIONAL BENEFIT SERVICES, INC.

Service code 17 · EIN 36-2998347

300 W ADAMS ST SUTIE 415 · CHICAGO, IL 60606

Pension Consulting

$25,234

COMMUNITY CARE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY CARE, INC. 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