Retirement plan

COMPLETE HEALTH CARE SOLUTIONS, INC. PROFIT SHARING PLAN

Name: COMPLETE HEALTH CARE SOLUTIONS, INC - COMPLETE HEALTH CARE SOLUTIONS, INC. PROFIT SHARING PLAN (2017) 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 2017

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

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$1.6M

+30.9% from 2016

Total participants

156

+0.6% from 2016

Average account balance

$25,699

+28.8% from 2016

Annual return

21.93%

+15.41 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

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Service providers

Top 9 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Filed as: MASSACHUSETTS MUTUAL LIFE INSUR CO. Service code 52 · EIN 04-1590850	Indirect Investment Fees	$13,219
COMPENSATION BENEFIT PLANNING, INC.3+ years Service code 13 · EIN 43-1021898	Contract Administrator	$2,138
AMERICAN CENTURY1 year Service code 52 · EIN 77-0273954	Indirect Investment Fees	$0
BARON1 year Service code 52 · EIN 13-3806818	Indirect Investment Fees	$0
INVESCO1 year Service code 52 · EIN 94-3227222	Indirect Investment Fees	$0
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236	Insurance Commissions	$0
MFS INVESTMENT MANAGEMENT1 year Service code 52 · EIN 04-3379729	Indirect Investment Fees	$0
OPPENHEIMER1 year Service code 52 · EIN 93-1036175	Indirect Investment Fees	$0
WALTER SCOTT & PARTNERS LIMITED3+ 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

2 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.

Expense breakdown

Schedule H Part II

Admin total

$13K

$89 / participant

Investment mgmt$13K100.0%

% of EOY assets

0.816%

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

$25,699

$55,453-53.7%

$170,435-84.9%

$62,293-58.7%

Participation rate

37.6%

66.4%-28.8pp

83.6%-46.0pp

69.5%-31.9pp

Annual return

21.93%

21.38%+0.6pp

205.94%-184.0pp

28.90%-7.0pp

Employer contribution / active EE

$420

$2,164-80.6%

$5,432-92.3%

$2,042-79.4%

Participant deferral / active EE

$642

$2,303-72.1%

$4,939-87.0%

$3,169-79.8%

Admin fee / account holder

$210

$455-53.9%

$13,881-98.5%

$479-56.2%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Filed as: MASSACHUSETTS MUTUAL LIFE INSUR CO.

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$13,219

COMPENSATION BENEFIT PLANNING, INC.3+ years

Service code 13 · EIN 43-1021898

Contract Administrator

$2,138

AMERICAN CENTURY1 year

Service code 52 · EIN 77-0273954

Indirect Investment Fees

BARON1 year

Service code 52 · EIN 13-3806818

Indirect Investment Fees

INVESCO1 year

Service code 52 · EIN 94-3227222

Indirect Investment Fees

LPL FINANCIAL3+ years

Filed as: LPL FINANCIAL CORPORATION

Service code 53 · EIN 95-2834236

Insurance Commissions

MFS INVESTMENT MANAGEMENT1 year

Service code 52 · EIN 04-3379729

Indirect Investment Fees

OPPENHEIMER1 year

Service code 52 · EIN 93-1036175

Indirect Investment Fees

WALTER SCOTT & PARTNERS LIMITED3+ 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