Retirement plan

BROWN COUNTY DETOX CENTER EMPLOYEE RETIREMENT PLAN

Name: BROWN COUNTY EVALUATION CENTER, INC. - BROWN COUNTY DETOX CENTER EMPLOYEE RETIREMENT PLAN (2020) Form 5500
Creator: BROWN COUNTY EVALUATION CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROWN COUNTY DETOX CENTER EMPLOYEE RETIREMENT PLAN, BROWN COUNTY EVALUATION CENTER, INC.

BROWN COUNTY EVALUATION CENTER, INC.EIN 41-1254940Plan #001PY 2020

510 N FRONT STREET - NEW ULM, MN 56073507-359-9111browncountydetox.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$270K

+41.1% from 2019

Total participants

-12.1% from 2019

Average account balance

$19,299

+10.9% from 2019

Annual return

24.46%

-5.44 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$355K

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

34.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+15.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10009

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 codes2G2M2T3D

Plan features

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$137 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.164%

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

$19,299

$100,938-80.9%

$90,461-78.7%

$158,982-87.9%

Participation rate

34.8%

75.0%-40.2pp

72.7%-37.9pp

82.0%-47.2pp

Annual return

24.46%

1727.20%-1702.7pp

1294.76%-1270.3pp

302.99%-278.5pp

Employer contribution / active EE

$618

$3,691-83.3%

$3,264-81.1%

$4,763-87.0%

Participant deferral / active EE

$905

$4,350-79.2%

$3,964-77.2%

$5,983-84.9%

Admin fee / account holder

$225

$6,510-96.5%

$5,617-96.0%

$11,252-98.0%

BROWN COUNTY DETOX CENTER EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROWN COUNTY DETOX CENTER EMPLOYEE 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