Retirement plan

CIRCLE CENTER ADULT DAY SERVICES 401K PLAN

Name: CIRCLE CENTER ADULT DAY SERVICES - CIRCLE CENTER ADULT DAY SERVICES 401K PLAN (2016) Form 5500
Creator: CIRCLE CENTER ADULT DAY SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CIRCLE CENTER ADULT DAY SERVICES 401K PLAN, CIRCLE CENTER ADULT DAY SERVICES

CIRCLE CENTER ADULT DAY SERVICESEIN 54-0991287Plan #001PY 2016

4900 WEST MARSHALL ST. - RICHMOND, VA 23230804-355-5717circlecenterva.orgLinkedIn11-50 employeeshospital & health care

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$326K

No prior year

Total participants

No prior year

Average account balance

$9,592

No prior year

Annual return

8.04%

No prior year

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$316K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

63.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$19K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$705

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

+24.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$780

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 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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$8K

$254 / participant

Other / not subdivided$8K100.0%

% of EOY assets

2.413%

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

$9,592

$77,638-87.6%

$156,551-93.9%

$62,881-84.7%

Participation rate

80.6%

71.2%+9.4pp

84.0%-3.4pp

69.3%+11.3pp

Annual return

8.04%

50.33%-42.3pp

32.23%-24.2pp

20.14%-12.1pp

Employer contribution / active EE

$698

$3,444-79.7%

$5,501-87.3%

$2,281-69.4%

Participant deferral / active EE

$380

$3,046-87.5%

$4,871-92.2%

$3,203-88.1%

Admin fee / account holder

$231

$5,561-95.8%

$13,028-98.2%

$4,296-94.6%

CIRCLE CENTER ADULT DAY SERVICES 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CIRCLE CENTER ADULT DAY SERVICES 401K 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