Retirement plan

CENTURY CARE MANAGEMENT, INC. DUNCAN COMPANIES 401K PLAN

Name: CENTURY CARE MANAGEMENT, INC. - CENTURY CARE MANAGEMENT, INC. DUNCAN COMPANIES 401K PLAN (2020) 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 2020

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)

$13.3M

+30.2% from 2019

Total participants

791

-9.6% from 2019

Average account balance

$28,305

+24.1% from 2019

Annual return

25.49%

-1.56 pp from 2019

Benchmarks

See 3,872 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,872 peers

Snapshot2020

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.6+ years Filed as: BRANCH BANKING & TRUST Service code 15 · EIN 56-1368984	Recordkeeping	$48,811

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

$49K

$65 / participant

Contract admin$49K100.0%

% of EOY assets

0.366%

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

$28,305

$52,293-45.9%

$178,503-84.1%

$73,412-61.4%

Participation rate

57.2%

65.3%-8.2pp

81.9%-24.8pp

72.2%-15.0pp

Annual return

25.49%

34.75%-9.3pp

151.12%-125.6pp

59.30%-33.8pp

Employer contribution / active EE

$821

$1,736-52.7%

$5,011-83.6%

$2,234-63.3%

Participant deferral / active EE

$1,125

$2,333-51.8%

$5,202-78.4%

$3,806-70.5%

Admin fee / account holder

$104

$127-18.6%

$13,987-99.3%

$158-34.4%

Provider

Service type

Compensation

SUNTRUST BANKS, INC.6+ years

Filed as: BRANCH BANKING & TRUST

Service code 15 · EIN 56-1368984

Recordkeeping

$48,811

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