Retirement plan

CENTURY CARE MANAGEMENT, INC. DUNCAN COMPANIES 401K PLAN

Name: CENTURY CARE MANAGEMENT, INC. - CENTURY CARE MANAGEMENT, INC. DUNCAN COMPANIES 401K PLAN (2019) 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 2019

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)

$10.2M

+34.4% from 2018

Total participants

875

+18.6% from 2018

Average account balance

$22,804

+28.1% from 2018

Annual return

27.05%

+32.04 pp from 2018

Benchmarks

See 3,878 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,878 peers

Snapshot2019

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.5+ years Filed as: BRANCH BANKING & TRUST Service code 15 · EIN 56-1368984	Recordkeeping	$43,628

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

$44K

$52 / participant

Contract admin$44K100.0%

% of EOY assets

0.426%

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

$22,804

$62,928-63.8%

$172,753-86.8%

$67,582-66.3%

Participation rate

49.0%

64.5%-15.4pp

82.6%-33.6pp

71.3%-22.2pp

Annual return

27.05%

30.36%-3.3pp

803.00%-776.0pp

378.57%-351.5pp

Employer contribution / active EE

$621

$1,636-62.1%

$5,144-87.9%

$2,148-71.1%

Participant deferral / active EE

$850

$2,145-60.4%

$5,198-83.6%

$3,539-76.0%

Admin fee / account holder

$97

$167-41.7%

$13,956-99.3%

$142-31.7%

Provider

Service type

Compensation

SUNTRUST BANKS, INC.5+ years

Filed as: BRANCH BANKING & TRUST

Service code 15 · EIN 56-1368984

Recordkeeping

$43,628

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