Retirement plan

CENTRAL COAST BEHAVIORAL HEALTH INC. RETIREMENT PLAN

Name: CENTRAL COAST BEHAVIORAL HEALTH INC. - CENTRAL COAST BEHAVIORAL HEALTH INC. RETIREMENT PLAN (2019) Form 5500
Creator: CENTRAL COAST BEHAVIORAL HEALTH INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL COAST BEHAVIORAL HEALTH INC. RETIREMENT PLAN, CENTRAL COAST BEHAVIORAL HEALTH INC.

CENTRAL COAST BEHAVIORAL HEALTH INC.EIN 45-5500997Plan #001PY 2019

530 CAMINO MERCADO, SUITE 536 - ARROYO GRANDE, CA 93420805-540-0279LinkedIn1-10 employeeshospital & health care

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$150K

+72.4% from 2018

Total participants

+40.0% from 2018

Average account balance

$10,746

+23.1% from 2018

Annual return

17.13%

+31.87 pp from 2018

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-3.11%

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$387 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.541%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$10,746

$202,342-94.7%

$172,752-93.8%

$152,897-93.0%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

17.13%

1029.83%-1012.7pp

802.97%-785.8pp

345.43%-328.3pp

Employer contribution / active EE

$2,830

$5,858-51.7%

$5,144-45.0%

$4,764-40.6%

Participant deferral / active EE

$5,590

$5,948-6.0%

$5,198+7.5%

$5,851-4.5%

Admin fee / account holder

$166

$17,111-99.0%

$13,955-98.8%

$11,599-98.6%

CENTRAL COAST BEHAVIORAL HEALTH INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL COAST BEHAVIORAL HEALTH INC. 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