Retirement plan

MENTAL HEALTH ASSOCIATION OF CENTRAL CAROLINAS, INC. TAX DEFERRED ANNUITY PLAN

Name: MENTAL HEALTH ASSOCIATION OF CENTRAL CAROLINAS, INC. - MENTAL HEALTH ASSOCIATION OF CENTRAL CAROLINAS, INC. TAX DEFERRED ANNUITY PLAN (2015) Form 5500
Creator: MENTAL HEALTH ASSOCIATION OF CENTRAL CAROLINAS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MENTAL HEALTH ASSOCIATION OF CENTRAL CAROLINAS, INC. TAX DEFERRED ANNUITY PLAN, MENTAL HEALTH ASSOCIATION OF CENTRAL CAROLINAS, INC.

MENTAL HEALTH ASSOCIATION OF CENTRAL CAROLINAS, INC.EIN 56-0674267Plan #004PY 2015

3701 LATROBE DRIVE, SUITE 140 - CHARLOTTE, NC 282114822704-365-3454LinkedIn1-10 employeeshospital & health care

Other plans on this EIN

1 filing

#003Retirement-$426K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$31K

No prior year

Total participants

No prior year

Average account balance

$7,643

No prior year

Annual return

-1.95%

No prior year

Benchmarks

See 26,345 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,345 peers

Snapshot2015

See peer percentile detail. $4.99 for your first month.

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Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

See the 3-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2L2G3D

Plan features

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

1 tripped

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

$15

$15 / participant

Other / not subdivided$15100.0%

% of EOY assets

0.049%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$7,643

$84,695-91.0%

$73,843-89.7%

$125,391-93.9%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

-1.95%

3123.53%-3125.5pp

2267.84%-2269.8pp

282.22%-284.2pp

Employer contribution / active EE

$3,123-100.0%

$2,787-100.0%

$4,866-100.0%

Participant deferral / active EE

$3,992-100.0%

$3,583-100.0%

$5,352-100.0%

Admin fee / account holder

$5,691-99.9%

$4,880-99.9%

$9,540-100.0%

MENTAL HEALTH ASSOCIATION OF CENTRAL CAROLINAS, INC. TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MENTAL HEALTH ASSOCIATION OF CENTRAL CAROLINAS, INC. TAX DEFERRED ANNUITY 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