Retirement plan

ACADIA HEALTHCARE COMPANY, INC. 401(K) PLAN

Name: ACADIA HEALTHCARE COMPANY, INC - ACADIA HEALTHCARE COMPANY, INC. 401(K) PLAN (2019) Form 5500
Creator: ACADIA HEALTHCARE COMPANY, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACADIA HEALTHCARE COMPANY, INC. 401(K) PLAN, ACADIA HEALTHCARE COMPANY, INC

ACADIA HEALTHCARE COMPANY, INCEIN 45-2492228Plan #001PY 2019

6100 TOWER CIRCLE, SUITE 1000 - FRANKLIN, TN 37067615-861-7380LinkedIn10001+ employeeshospital & health care

Prospect flagsLow participationLow assets / participantLow employer contributionLow participant contributionCorrective distributions

How to read this page

Total assets (EOY)

$146.4M

-22.6% from 2016

Total participants

23,249

+589.7% from 2016

Average account balance

$13,414

+12.1% from 2016

Annual return

26.50%

+3.46 pp from 2016

Benchmarks

See 230 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants>=10,000

Cohort230 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$296.73M

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

11,348

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.

36.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49.18M

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

+16.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$77

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 7 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907	Recordkeeping	$289,982
TRANSAMERICA RETIREMENT SOLUTIONS5+ years Service code 12 · EIN 13-3689044	Finders' fees / placement fees; Inves...	$202,630
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596	Accounting	$43,200
CAPFINANCIAL PARTNERS LLC1 year Filed as: CAPFINANCIAL PARTNERS, INC Service code 16 · EIN 26-0058143	Consulting	$37,500
MID ATLANTIC CAPITAL CORPORATION1 year Filed as: MID ATLANTIC CAPITAL CORP Service code 33 · EIN 25-1409618	Securities brokerage; Securities brok...	$0
MID ATLANTIC CAPITAL CORPORATION4 years Service code 33	Securities brokerage commissions and ...	$0
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2F2G2J2K2T3D3H

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.
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

5 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.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$518K

$24 / participant

Other / not subdivided$518K100.0%

% of EOY assets

0.354%

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: LBMC, PC
Auditor EIN: 621199757
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,414

$58,202-77.0%

$172,757-92.2%

$89,609-85.0%

Participation rate

41.8%

72.8%-31.1pp

82.6%-40.9pp

69.6%-27.8pp

Annual return

26.50%

61.59%-35.1pp

803.06%-776.6pp

33.65%-7.2pp

Employer contribution / active EE

$162

$1,759-90.8%

$5,144-96.8%

$2,584-93.7%

Participant deferral / active EE

$1,172

$3,335-64.9%

$5,198-77.5%

$4,222-72.2%

Admin fee / account holder

$47

$53-9.7%

$13,956-99.7%

$72-33.7%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: GREAT-WEST LIFE & ANNUITY INS CO

Service code 15 · EIN 84-0467907

Recordkeeping

$289,982

TRANSAMERICA RETIREMENT SOLUTIONS5+ years

Service code 12 · EIN 13-3689044

Finders' fees / placement fees; Inves...

$202,630

ERNST & YOUNG LLP1 year

Filed as: ERNST & YOUNG

Service code 10 · EIN 34-6565596

Accounting

$43,200

CAPFINANCIAL PARTNERS LLC1 year

Filed as: CAPFINANCIAL PARTNERS, INC

Service code 16 · EIN 26-0058143

Consulting

$37,500

MID ATLANTIC CAPITAL CORPORATION1 year

Filed as: MID ATLANTIC CAPITAL CORP

Service code 33 · EIN 25-1409618

Securities brokerage; Securities brok...

MID ATLANTIC CAPITAL CORPORATION4 years

Service code 33

Securities brokerage commissions and ...

NATIONAL FINANCIAL SERVICES5+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

ACADIA HEALTHCARE COMPANY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACADIA HEALTHCARE COMPANY, INC. 401(K) 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