Retirement plan

BOOTHEEL COUNSELING SERVICES RETIREMENT PLAN

Name: BOOTHEEL COUNSELING SERVICES, INC. - BOOTHEEL COUNSELING SERVICES RETIREMENT PLAN (2016) Form 5500
Creator: BOOTHEEL COUNSELING SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOOTHEEL COUNSELING SERVICES RETIREMENT PLAN, BOOTHEEL COUNSELING SERVICES, INC.

BOOTHEEL COUNSELING SERVICES, INC.EIN 43-1067515Plan #002PY 2016

760 PLANTATION BLVD. - SIKESTON, MO 638011043573-471-9191bootheelcounseling.comLinkedIn51-200 employeesmental health care

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.7M

No prior year

Total participants

136

No prior year

Average account balance

$19,492

No prior year

Annual return

-0.33%

No prior year

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.92M

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

155

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.

91.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$465K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$156

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 3 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070	Contract Administrator	$11,549
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805	Advisory (Participants)	$8,547
SCHUMACHER FINANCIAL SERVICES1+ years Service code 15 · EIN 43-0743199	Recordkeeping	$5,087

Plan features & details

Pension benefit codes2E2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$25K

$235 / participant

Investment mgmt$20K79.8%
Other / not subdivided$5K20.2%

% of EOY assets

0.950%

all-in expense ratio

Categories reported

1 / 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
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,492

$46,732-58.3%

$156,551-87.5%

$55,167-64.7%

Participation rate

100.0%

65.8%+34.2pp

84.0%+16.0pp

69.0%+31.0pp

Annual return

-0.33%

17.72%-18.0pp

32.23%-32.6pp

169.23%-169.6pp

Employer contribution / active EE

$557

$2,105-73.6%

$5,501-89.9%

$1,963-71.6%

Participant deferral / active EE

$1,621

$2,204-26.5%

$4,871-66.7%

$3,054-46.9%

Admin fee / account holder

$185

$418-55.7%

$13,028-98.6%

$504-63.3%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION1+ years

Service code 13 · EIN 35-1140070

Contract Administrator

$11,549

STADION MONEY MANAGEMENT1+ years

Service code 26 · EIN 58-2099805

Advisory (Participants)

$8,547

SCHUMACHER FINANCIAL SERVICES1+ years

Service code 15 · EIN 43-0743199

Recordkeeping

$5,087

BOOTHEEL COUNSELING SERVICES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOOTHEEL COUNSELING SERVICES 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