Retirement plan

CROSSWINDS COUNSELING & WELLNESS 401(K) PLAN

Name: MENTAL HEALTH CENTER OF EAST CENTRAL KANSAS - CROSSWINDS COUNSELING & WELLNESS 401(K) PLAN (2019) Form 5500
Creator: MENTAL HEALTH CENTER OF EAST CENTRAL KANSAS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CROSSWINDS COUNSELING & WELLNESS 401(K) PLAN, MENTAL HEALTH CENTER OF EAST CENTRAL KANSAS

MENTAL HEALTH CENTER OF EAST CENTRAL KANSASdba CROSSWINDS COUNSELING & WELLNESSEIN 48-0666889Plan #001PY 2019

1000 LINCOLN - EMPORIA, KS 66801620-343-2211mhceck.orgLinkedIn51-200 employeesmental health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.6M

+30.7% from 2018

Total participants

229

+33.1% from 2018

Average account balance

$23,958

-20.8% from 2018

Annual return

22.75%

+26.53 pp from 2018

Benchmarks

See 5,342 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,342 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.35M

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

292

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.

86.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.21M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$137

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 INSURANCE1 year Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$20,809
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087	Advisory (Plan)	$16,077

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$38K

$256 / participant

Investment mgmt$38K100.0%

% of EOY assets

0.819%

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: BT & CO., P.A.
Auditor EIN: 481066439
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,958

$52,961-54.8%

$172,752-86.1%

$65,185-63.2%

Participation rate

75.7%

66.2%+9.5pp

82.6%-7.0pp

70.2%+5.5pp

Annual return

22.75%

30.12%-7.4pp

802.97%-780.2pp

29.38%-6.6pp

Employer contribution / active EE

$1,324

$2,190-39.5%

$5,144-74.3%

$2,177-39.2%

Participant deferral / active EE

$1,758

$2,471-28.8%

$5,198-66.2%

$3,514-50.0%

Admin fee / account holder

$196

$472-58.4%

$13,955-98.6%

$847-76.9%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$20,809

MMA SECURITIES LLC2 years

Service code 27

PO BOX 9497 · NEW YORK, NY 10087

Advisory (Plan)

$16,077

CROSSWINDS COUNSELING & WELLNESS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CROSSWINDS COUNSELING & WELLNESS 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