Retirement plan

CCRM MANAGEMENT COMPANY, LLC 401(K) PLAN

Name: CCRM MANAGEMENT COMPANY, LLC - CCRM MANAGEMENT COMPANY, LLC 401(K) PLAN (2017) Form 5500
Creator: CCRM MANAGEMENT COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CCRM MANAGEMENT COMPANY, LLC 401(K) PLAN, CCRM MANAGEMENT COMPANY, LLC

CCRM MANAGEMENT COMPANY, LLCEIN 47-4382331Plan #001PY 2017

9380 STATION STREET, SUITE 425 - LONE TREE, CO 80124303-788-8300LinkedIn201-500 employeesmedical practice

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$17.3M

+54.6% from 2016

Total participants

418

+16.4% from 2016

Average account balance

$64,416

+39.6% from 2016

Annual return

59.69%

+59.69 pp from 2016

Benchmarks

See 3,813 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,813 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$76.79M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

1,289

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.

69.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.30M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+51.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$96

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
GREAT-WEST LIFE & ANNUITY INSURANCE2+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$48,128
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 13 PO BOX 86 · MINNEAPOLIS, MN 554862371	Contract Administrator	$39,925

Plan features & details

Pension benefit codes2E2F2G2J2K3D3H

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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$54K

$139 / participant

Contract admin$54K100.0%

% of EOY assets

0.314%

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: RICHEY MAY & CO, LLP
Auditor EIN: 710911208
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,416

$46,173+39.5%

$170,435-62.2%

$69,631-7.5%

Participation rate

61.6%

63.9%-2.3pp

83.6%-22.0pp

70.7%-9.0pp

Annual return

59.69%

21.62%+38.1pp

205.94%-146.2pp

27571.02%-27511.3pp

Employer contribution / active EE

$1,275

$1,610-20.8%

$5,432-76.5%

$2,032-37.3%

Participant deferral / active EE

$3,932

$2,080+89.0%

$4,939-20.4%

$3,224+22.0%

Admin fee / account holder

$202

$116+74.4%

$13,881-98.5%

$110+83.2%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2+ years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$48,128

CLIFTONLARSONALLEN LLP2+ years

Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR

Service code 13

PO BOX 86 · MINNEAPOLIS, MN 554862371

Contract Administrator

$39,925

CCRM MANAGEMENT COMPANY, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CCRM MANAGEMENT COMPANY, LLC 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