Retirement plan

403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY, MD, INC

Name: PRIMARY CARE COALITION OF MONTGOMER Y COUNTY, MD, INC. - 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY, MD, INC (2017) Form 5500
Creator: PRIMARY CARE COALITION OF MONTGOMER Y COUNTY, MD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY, MD, INC, PRIMARY CARE COALITION OF MONTGOMER Y COUNTY, MD, INC.

PRIMARY CARE COALITION OF MONTGOMER Y COUNTY, MD, INC.EIN 52-1847976Plan #001PY 2017

8757 GEORGIA AVE FL 10 - SILVER SPRING, MD 20910301-628-3405LinkedIn51-200 employeesgovernment administration

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$2.1M

+17.8% from 2016

Total participants

126

+12.5% from 2016

Average account balance

$18,067

+1.2% from 2016

Annual return

15.56%

+13.42 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.33M

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.

106

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.

95.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$594K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$277

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

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 codes2L2F2T

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).
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$227K

$2904 / participant

Other / not subdivided$227K100.0%

% of EOY assets

10.999%

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

$18,067

$84,236-78.6%

$170,435-89.4%

$70,126-74.2%

Participation rate

84.6%

70.8%+13.8pp

83.6%+1.0pp

69.5%+15.1pp

Annual return

15.56%

23.06%-7.5pp

205.94%-190.4pp

73.15%-57.6pp

Employer contribution / active EE

$1,202

$3,387-64.5%

$5,432-77.9%

$2,343-48.7%

Participant deferral / active EE

$2,187

$3,086-29.1%

$4,939-55.7%

$3,332-34.4%

Admin fee / account holder

$1,987

$5,698-65.1%

$13,881-85.7%

$4,645-57.2%

403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY, MD, INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY, MD, INC

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