Retirement plan

EMPLOYEE BENEFIT PLAN OF COMMUNITY CARE CENTERS, INC.

Name: COMMUNITY CARE CENTERS, INC. - EMPLOYEE BENEFIT PLAN OF COMMUNITY CARE CENTERS, INC. (2019) Form 5500
Creator: COMMUNITY CARE CENTERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF COMMUNITY CARE CENTERS, INC., COMMUNITY CARE CENTERS, INC.

COMMUNITY CARE CENTERS, INC.EIN 43-1306463Plan #001PY 2019

312 SOLLEY DR REAR - BALLWIN, MO 630215248636-394-3000communitycaremidwest.comLinkedIn501-1000 employeeshospital & health care

Prospect flagsLow employer contributionLow fidelity bondFailed to transmit contributions

How to read this page

Total assets (EOY)

$3.1M

+14.1% from 2018

Total participants

208

-5.5% from 2018

Average account balance

$15,962

+21.2% from 2018

Annual return

21.51%

+26.97 pp from 2018

Benchmarks

See 5,342 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,342 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.94M

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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.

161

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.

76.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$128K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$967

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

+13.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP1 year Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$2,540

Plan features & details

Pension benefit codes2F2G3D

Plan features

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.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$3K

$15 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.083%

all-in expense ratio

Categories reported

0 / 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: A.C. EVANS LLC
Auditor EIN: 263421158
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,962

$52,961-69.9%

$172,752-90.8%

$65,185-75.5%

Participation rate

90.3%

66.2%+24.1pp

82.6%+7.7pp

70.2%+20.1pp

Annual return

21.51%

30.12%-8.6pp

802.97%-781.5pp

29.38%-7.9pp

Employer contribution / active EE

$250

$2,190-88.6%

$5,144-95.1%

$2,177-88.5%

Participant deferral / active EE

$918

$2,471-62.9%

$5,198-82.3%

$3,514-73.9%

Admin fee / account holder

$13

$472-97.2%

$13,955-99.9%

$847-98.4%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP1 year

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$2,540

EMPLOYEE BENEFIT PLAN OF COMMUNITY CARE CENTERS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF COMMUNITY CARE CENTERS, INC.

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