Retirement plan

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

Name: PRIMARY CARE COALITION OF MONTGOMERY COUNTY, MD, INC. - 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY, MD, INC. (2019) Form 5500
Creator: PRIMARY CARE COALITION OF MONTGOMERY 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 MONTGOMERY COUNTY, MD, INC.

PRIMARY CARE COALITION OF MONTGOMERY COUNTY, MD, INC.EIN 52-1847976Plan #001PY 2019

8757 GEORGIA AVE FL 10 - SILVER SPRING, MD 209103737301-628-3436LinkedIn51-200 employeesgovernment administration

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.9M

+10.1% from 2018

Total participants

114

+6.5% from 2018

Average account balance

$26,072

+5.1% from 2018

Annual return

4.62%

-14.30 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP2 years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$733

Plan features & details

Pension benefit codes2F2G2S2T

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$733

$10 / participant

Other / not subdivided$733100.0%

% of EOY assets

0.025%

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: GELMAN, ROSENBERG AND FREEDMAN,PC
Auditor EIN: 521392008
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,072

$85,169-69.4%

$172,755-84.9%

$72,983-64.3%

Participation rate

96.1%

70.1%+26.0pp

82.6%+13.4pp

69.5%+26.6pp

Annual return

4.62%

27.32%-22.7pp

802.94%-798.3pp

81.01%-76.4pp

Employer contribution / active EE

$1,385

$3,324-58.3%

$5,144-73.1%

$2,440-43.2%

Participant deferral / active EE

$3,225

$3,260-1.1%

$5,198-38.0%

$3,608-10.6%

Admin fee / account holder

$5,880-99.9%

$13,955-100.0%

$5,124-99.9%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2 years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$733

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