Retirement plan

PRIMARY CONNECTION HEALTH CARE, INC. RETIREMENT PLAN

Name: PRIMARY CONNECTION HEALTH CARE, INC - PRIMARY CONNECTION HEALTH CARE, INC. RETIREMENT PLAN (2016) Form 5500
Creator: PRIMARY CONNECTION HEALTH CARE, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRIMARY CONNECTION HEALTH CARE, INC. RETIREMENT PLAN, PRIMARY CONNECTION HEALTH CARE, INC

PRIMARY CONNECTION HEALTH CARE, INCEIN 39-1759404Plan #001PY 2016

1810 NORTH 2ND STREET - WAUSAU, WI 54403715-261-2116

Prospect flagsHigh feesRecently reached 100 employeesLow fidelity bond

How to read this page

Total assets (EOY)

$1.9M

+25.7% from 2015

Total participants

108

+96.4% from 2015

Average account balance

$18,298

-45.6% from 2015

Annual return

15.23%

+19.00 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.09M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

147.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$267K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+6.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19477

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 codes2E2F2G2J2T3D

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.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$171K

$3001 / participant

Other / not subdivided$171K100.0%

% of EOY assets

8.990%

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

$18,298

$77,638-76.4%

$156,551-88.3%

$62,881-70.9%

Participation rate

93.0%

71.2%+21.8pp

84.0%+9.0pp

69.3%+23.7pp

Annual return

15.23%

50.33%-35.1pp

32.23%-17.0pp

20.14%-4.9pp

Employer contribution / active EE

$2,544

$3,444-26.1%

$5,501-53.8%

$2,281+11.5%

Participant deferral / active EE

$2,940

$3,046-3.5%

$4,871-39.6%

$3,203-8.2%

Admin fee / account holder

$1,645

$5,561-70.4%

$13,028-87.4%

$4,296-61.7%

PRIMARY CONNECTION HEALTH CARE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRIMARY CONNECTION HEALTH CARE, INC. 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