Retirement plan

COMMUNITY CARE, INC. 401(K) PLAN

Name: COMMUNITY CARE, INC. - COMMUNITY CARE, INC. 401(K) PLAN (2017) 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 2017

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

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$18.1M

+36.4% from 2016

Total participants

1,001

+4.5% from 2016

Average account balance

$19,278

+28.4% from 2016

Annual return

19.16%

+9.83 pp from 2016

Benchmarks

See 3,813 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,813 peers

Snapshot2017

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
NATIONAL BENEFIT SERVICES, LLC3+ years Filed as: NATIONAL BENEFIT SERVICES, INC. Service code 17 · EIN 36-2998347 300 W ADAMS ST SUTIE 415 · CHICAGO, IL 60606	Pension Consulting	$24,416
JOHN HANCOCK LIFE INSURANCE COMPANY3+ years Service code 15 · EIN 01-0233346 601 CONGRESS STREET · BOSTON, MA 02116	Recordkeeping	$4,174

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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$38K

$48 / participant

Investment mgmt$3K8.3%
Contract admin$35K91.7%

% of EOY assets

0.210%

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

$19,278

$46,173-58.2%

$170,435-88.7%

$69,631-72.3%

Participation rate

92.2%

63.9%+28.3pp

83.6%+8.6pp

70.7%+21.5pp

Annual return

19.16%

21.62%-2.5pp

205.94%-186.8pp

27571.02%-27551.9pp

Employer contribution / active EE

$997

$1,610-38.0%

$5,432-81.6%

$2,032-50.9%

Participant deferral / active EE

$3,435

$2,080+65.1%

$4,939-30.5%

$3,224+6.6%

Admin fee / account holder

$40

$116-65.2%

$13,881-99.7%

$110-63.4%

Provider

Service type

Compensation

NATIONAL BENEFIT SERVICES, LLC3+ years

Filed as: NATIONAL BENEFIT SERVICES, INC.

Service code 17 · EIN 36-2998347

300 W ADAMS ST SUTIE 415 · CHICAGO, IL 60606

Pension Consulting

$24,416

JOHN HANCOCK LIFE INSURANCE COMPANY3+ years

Service code 15 · EIN 01-0233346

601 CONGRESS STREET · BOSTON, MA 02116

Recordkeeping

$4,174

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