Retirement plan

CENTURY CARE MANAGEMENT, INC. DUNCAN COMPANIES 401K PLAN

Name: CENTURY CARE MANAGEMENT, INC. - CENTURY CARE MANAGEMENT, INC. DUNCAN COMPANIES 401K PLAN (2017) Form 5500
Creator: CENTURY CARE MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTURY CARE MANAGEMENT, INC. DUNCAN COMPANIES 401K PLAN, CENTURY CARE MANAGEMENT, INC.

CENTURY CARE MANAGEMENT, INC.EIN 56-2145100Plan #001PY 2017

130 EDINBURGH SOUTH DRIVE SUITE 208 - CARY, NC 27511919-459-4723century-care.comLinkedIn11-50 employeeshospital & health care

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$7.6M

+27.3% from 2016

Total participants

730

+5.0% from 2016

Average account balance

$20,957

+19.2% from 2016

Annual return

20.31%

+12.26 pp from 2016

Benchmarks

See 3,813 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,813 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.82M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

504

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.

53.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.05M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$135

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
SUNTRUST BANKS, INC.3+ years Filed as: BRANCH BANKING & TRUST Service code 15 · EIN 56-1368984	Recordkeeping	$31,615

Plan features & details

Pension benefit codes2J2E2G

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$32K

$46 / participant

Contract admin$32K100.0%

% of EOY assets

0.417%

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: NUNN, BRASHEAR, & UZZELL P.A.
Auditor EIN: 561315966
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,957

$46,173-54.6%

$170,435-87.7%

$69,631-69.9%

Participation rate

46.4%

63.9%-17.5pp

83.6%-37.2pp

70.7%-24.3pp

Annual return

20.31%

21.62%-1.3pp

205.94%-185.6pp

27571.02%-27550.7pp

Employer contribution / active EE

$497

$1,610-69.1%

$5,432-90.9%

$2,032-75.6%

Participant deferral / active EE

$731

$2,080-64.9%

$4,939-85.2%

$3,224-77.3%

Admin fee / account holder

$87

$116-24.7%

$13,881-99.4%

$110-20.9%

Provider

Service type

Compensation

SUNTRUST BANKS, INC.3+ years

Filed as: BRANCH BANKING & TRUST

Service code 15 · EIN 56-1368984

Recordkeeping

$31,615

CENTURY CARE MANAGEMENT, INC. DUNCAN COMPANIES 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTURY CARE MANAGEMENT, INC. DUNCAN COMPANIES 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