Retirement plan

MONEY ACCUMULATION PENSION PLAN FOR EMPLOYEES OF CIRCLES OF CARE, INC.

Name: CIRCLES OF CARE, INC. - MONEY ACCUMULATION PENSION PLAN FOR EMPLOYEES OF CIRCLES OF CARE, INC. (2017) Form 5500
Creator: CIRCLES OF CARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MONEY ACCUMULATION PENSION PLAN FOR EMPLOYEES OF CIRCLES OF CARE, INC., CIRCLES OF CARE, INC.

CIRCLES OF CARE, INC.EIN 59-1101553Plan #001PY 2017

400 E. SHERIDAN ROAD - MELBOURNE, FL 32901321-722-5200circlesofcare.orgLinkedIn501-1000 employeeshospital & health care

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$29.9M

+10.5% from 2016

Total participants

558

+6.5% from 2016

Average account balance

$53,670

+3.8% from 2016

Annual return

12.66%

+12.08 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

$40.66M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

683

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.

98.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.85M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19

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

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 codes2C3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$5K

$15 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.018%

all-in expense ratio

Categories reported

0 / 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: DAVIES, HOUSER & SECREST, CPA PA
Auditor EIN: 592046542
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,670

$46,173+16.2%

$170,439-68.5%

$69,631-22.9%

Participation rate

100.0%

63.9%+36.1pp

83.6%+16.4pp

70.7%+29.3pp

Annual return

12.66%

21.62%-9.0pp

205.94%-193.3pp

27571.02%-27558.4pp

Employer contribution / active EE

$5,174

$1,610+221.4%

$5,433-4.8%

$2,032+154.6%

Participant deferral / active EE

$2,080-100.0%

$4,939-100.0%

$3,224-100.0%

Admin fee / account holder

$116-91.8%

$13,881-99.9%

$110-91.4%

MONEY ACCUMULATION PENSION PLAN FOR EMPLOYEES OF CIRCLES OF CARE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MONEY ACCUMULATION PENSION PLAN FOR EMPLOYEES OF CIRCLES OF CARE, INC.

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