Retirement plan

SCMHC 401(K) EMPLOYEE SAVINGS PLAN

Name: SOUTH COUNTY MENTAL HEALTH CENTER - SCMHC 401(K) EMPLOYEE SAVINGS PLAN (2017) Form 5500
Creator: SOUTH COUNTY MENTAL HEALTH CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCMHC 401(K) EMPLOYEE SAVINGS PLAN, SOUTH COUNTY MENTAL HEALTH CENTER

SOUTH COUNTY MENTAL HEALTH CENTEREIN 59-1519622Plan #001PY 2017

16158 SOUTH MILITARY TRAIL - DELRAY BEACH, FL 33484561-637-7404scmhcinc.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$3.7M

+5.1% from 2016

Total participants

229

+30.9% from 2016

Average account balance

$25,489

-5.8% from 2016

Annual return

13.86%

+8.41 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.99M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

136

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.

52.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$586K

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

+20.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$268

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 4 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS2+ years Filed as: TRANSAMERICA LIFE Service code 15 · EIN 39-0989781	Recordkeeping	$3,893
ORIENTAL PENSION CONSULTANTS1 year Service code 15 · EIN 59-2356441	Recordkeeping	$1,485
LINCOLN NATIONAL CORPORATION1 year Filed as: THE LINCOLN NATIONAL LIFE INS. CO. Service code 99 · EIN 35-0422300	Other Fees	$278
KEEFE MCCULLOUGH2+ years Filed as: KEEFE MCCULLOUGH & CO, INC. Service code 10 · EIN 35-0422300	Accounting	$0

Plan features & details

Pension benefit codes2G2J2K

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.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

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

$13K

$105 / participant

Investment mgmt$13K100.0%

% of EOY assets

0.356%

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: KEEFE, MCCULLOUGH & CO,. LLP.,CPA
Auditor EIN: 591363792
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,489

$55,453-54.0%

$170,435-85.0%

$62,293-59.1%

Participation rate

32.0%

66.4%-34.4pp

83.6%-51.6pp

69.5%-37.5pp

Annual return

13.86%

21.38%-7.5pp

205.94%-192.1pp

28.90%-15.0pp

Employer contribution / active EE

$639

$2,164-70.5%

$5,432-88.2%

$2,042-68.7%

Participant deferral / active EE

$1,359

$2,303-41.0%

$4,939-72.5%

$3,169-57.1%

Admin fee / account holder

$91

$455-80.0%

$13,881-99.3%

$479-81.1%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS2+ years

Filed as: TRANSAMERICA LIFE

Service code 15 · EIN 39-0989781

Recordkeeping

$3,893

ORIENTAL PENSION CONSULTANTS1 year

Service code 15 · EIN 59-2356441

Recordkeeping

$1,485

LINCOLN NATIONAL CORPORATION1 year

Filed as: THE LINCOLN NATIONAL LIFE INS. CO.

Service code 99 · EIN 35-0422300

Other Fees

$278

KEEFE MCCULLOUGH2+ years

Filed as: KEEFE MCCULLOUGH & CO, INC.

Service code 10 · EIN 35-0422300

Accounting

SCMHC 401(K) EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCMHC 401(K) EMPLOYEE SAVINGS 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