Retirement plan

COMPLETE HEALTH CARE SOLUTIONS, INC. PROFIT SHARING PLAN

Name: COMPLETE HEALTH CARE SOLUTIONS, INC - COMPLETE HEALTH CARE SOLUTIONS, INC. PROFIT SHARING PLAN (2015) Form 5500
Creator: COMPLETE HEALTH CARE SOLUTIONS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPLETE HEALTH CARE SOLUTIONS, INC. PROFIT SHARING PLAN, COMPLETE HEALTH CARE SOLUTIONS, INC

COMPLETE HEALTH CARE SOLUTIONS, INCEIN 43-1663994Plan #001PY 2015

PO BOX 29 - FAYETTE, MO 65248660-248-3333LinkedIn51-200 employeesmedical practice

Prospect flagsLow participationLow participant contributionFailed to transmit contributions

How to read this page

Total assets (EOY)

$1.1M

No prior year

Total participants

171

No prior year

Average account balance

$18,497

No prior year

Annual return

-1.28%

No prior year

Benchmarks

See 4,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort4,452 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.86M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

108

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.

59.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$540K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$270

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 5 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Filed as: MASSACHUSETTS MUTUAL LIFE INSUR CO. Service code 52 · EIN 04-1590850	Indirect Investment Fees	$10,843
COMPENSATION BENEFIT PLANNING, INC.1+ years Service code 13 · EIN 43-1021898 740 NW BLUE PARKWAY, SUITE 201 · LEES SUMMIT, MO 64086	Contract Administrator	$1,420
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236	Insurance Commissions	$0
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Filed as: MASSACHUSETTS MUTUAL LIFE INSUR CO Service code 52	Indirect Investment Fees	$0
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER H. MOONEY Service code 53 5624 W. 81ST TERRACE · PRAIRIE VILLAGE, KS 66208	Insurance Commissions	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$11K

$65 / participant

Investment mgmt$11K100.0%

% of EOY assets

1.028%

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: PICKETT, CHANEY AND MCMULLEN LLP
Auditor EIN: 481246310
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,497

$46,360-60.1%

$147,617-87.5%

$52,331-64.7%

Participation rate

31.7%

64.9%-33.2pp

84.6%-52.9pp

68.1%-36.4pp

Annual return

-1.28%

1.62%-2.9pp

61.98%-63.3pp

4.54%-5.8pp

Employer contribution / active EE

$294

$2,126-86.1%

$5,564-94.7%

$1,882-84.3%

Participant deferral / active EE

$475

$2,258-79.0%

$4,895-90.3%

$3,022-84.3%

Admin fee / account holder

$190

$766-75.2%

$11,612-98.4%

$592-67.8%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Filed as: MASSACHUSETTS MUTUAL LIFE INSUR CO.

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$10,843

COMPENSATION BENEFIT PLANNING, INC.1+ years

Service code 13 · EIN 43-1021898

740 NW BLUE PARKWAY, SUITE 201 · LEES SUMMIT, MO 64086

Contract Administrator

$1,420

LPL FINANCIAL1+ years

Filed as: LPL FINANCIAL CORPORATION

Service code 53 · EIN 95-2834236

Insurance Commissions

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Filed as: MASSACHUSETTS MUTUAL LIFE INSUR CO

Service code 52

Indirect Investment Fees

WALTER SCOTT & PARTNERS LIMITED1+ years

Filed as: WALTER H. MOONEY

Service code 53

5624 W. 81ST TERRACE · PRAIRIE VILLAGE, KS 66208

Insurance Commissions

COMPLETE HEALTH CARE SOLUTIONS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPLETE HEALTH CARE SOLUTIONS, INC. PROFIT SHARING 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