Retirement plan

COMPLETE CHILDREN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN

Name: COMPLETE CHILDREN'S HEALTH, P.C. - COMPLETE CHILDREN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: COMPLETE CHILDREN'S HEALTH, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPLETE CHILDREN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN, COMPLETE CHILDREN'S HEALTH, P.C.

COMPLETE CHILDREN'S HEALTH, P.C.EIN 47-0790491Plan #001PY 2015

8201 NORTHWOODS DRIVE - LINCOLN, NE 68505402-327-6002completechildrenshealth.comLinkedIn51-200 employeeshospital & health care

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$7.7M

No prior year

Total participants

143

No prior year

Average account balance

$55,534

No prior year

Annual return

-0.77%

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

$17.41M

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

178

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.

95.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.10M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$241

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 2 by compensation

Provider	Service type	Compensation
UNION BANK & TRUST COMPANY1+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535	Participant communication; Recordkeep...	$40,085
MATRIX CLEARANCE AND SETTLEMENT1+ years Filed as: MATRIX CLEARENCE AND SETTLEMENT Service code 33 700 S 17TH STREET, STE 300 · DENVER, CO 80202	Securities brokerage; Sub-transfer ag...	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

1 tripped

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

$40K

$321 / participant

Other / not subdivided$40K100.0%

% of EOY assets

0.519%

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: LUTZ & COMPANY
Auditor EIN: 470625816
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$55,534

$46,360+19.8%

$147,618-62.4%

$52,331+6.1%

Participation rate

96.8%

64.9%+31.9pp

84.6%+12.2pp

68.1%+28.7pp

Annual return

-0.77%

1.62%-2.4pp

61.98%-62.8pp

4.54%-5.3pp

Employer contribution / active EE

$2,410

$2,126+13.3%

$5,565-56.7%

$1,882+28.1%

Participant deferral / active EE

$4,127

$2,258+82.8%

$4,895-15.7%

$3,022+36.6%

Admin fee / account holder

$288

$766-62.3%

$11,612-97.5%

$592-51.3%

Provider

Service type

Compensation

UNION BANK & TRUST COMPANY1+ years

Service code 12

PO BOX 82535 · LINCOLN, NE 685012535

Participant communication; Recordkeep...

$40,085

MATRIX CLEARANCE AND SETTLEMENT1+ years

Filed as: MATRIX CLEARENCE AND SETTLEMENT

Service code 33

700 S 17TH STREET, STE 300 · DENVER, CO 80202

Securities brokerage; Sub-transfer ag...

COMPLETE CHILDREN'S HEALTH, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPLETE CHILDREN'S HEALTH, P.C. 401(K) 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