Retirement plan

TLC BEHAVIORAL HEALTH AND PSYCHOLOGY CORPORATION 401(K) SAVINGS PLAN

Name: TLC BEHAVIORAL HEALTH AND PSYCHOLOGY CORPORATION - TLC BEHAVIORAL HEALTH AND PSYCHOLOGY CORPORATION 401(K) SAVINGS PLAN (2018) Form 5500
Creator: TLC BEHAVIORAL HEALTH AND PSYCHOLOGY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TLC BEHAVIORAL HEALTH AND PSYCHOLOGY CORPORATION 401(K) SAVINGS PLAN, TLC BEHAVIORAL HEALTH AND PSYCHOLOGY CORPORATION

TLC BEHAVIORAL HEALTH AND PSYCHOLOGY CORPORATIONEIN 47-3294865Plan #001PY 2018

1080 MARINA VILLAGE PARKWAY # 100 - ALAMEDA, CA 94501510-337-7950LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$478K

+170.9% from 2017

Total participants

+40.0% from 2017

Average account balance

$29,879

+18.5% from 2017

Annual return

50.80%

+50.80 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.80M

Not enough data

1 years with asset history on file

Average account balance

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

$187K

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.

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.

88.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$287K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+13.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4836

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 codes2F2G2J2T3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$85K

$5004 / participant

Other / not subdivided$85K100.0%

% of EOY assets

17.796%

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

$29,879

$180,462-83.4%

$154,111-80.6%

$135,379-77.9%

Participation rate

70.6%

87.4%-16.8pp

83.0%-12.4pp

82.6%-12.1pp

Annual return

50.80%

888.17%-837.4pp

735.18%-684.4pp

519.79%-469.0pp

Employer contribution / active EE

$5,227

$6,036-13.4%

$5,298-1.3%

$4,779+9.4%

Participant deferral / active EE

$12,175

$5,806+109.7%

$5,081+139.6%

$5,609+117.1%

Admin fee / account holder

$5,317

$16,145-67.1%

$13,411-60.4%

$10,828-50.9%

TLC BEHAVIORAL HEALTH AND PSYCHOLOGY CORPORATION 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TLC BEHAVIORAL HEALTH AND PSYCHOLOGY CORPORATION 401(K) SAVINGS 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