Retirement plan

EMPLOYEE BENEFIT PLAN OF CORE SERVICES OF NORTHEAST TENNESSEE

Name: CORE SERVICES OF NORTHEAST TENNESSEE - EMPLOYEE BENEFIT PLAN OF CORE SERVICES OF NORTHEAST TENNESSEE (2019) Form 5500
Creator: CORE SERVICES OF NORTHEAST TENNESSEE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF CORE SERVICES OF NORTHEAST TENNESSEE, CORE SERVICES OF NORTHEAST TENNESSEE

CORE SERVICES OF NORTHEAST TENNESSEEEIN 62-1663683Plan #001PY 2019

215 UNIVERSITY PKWY - JOHNSON CITY, TN 376047339423-928-2752LinkedIn1-10 employeeshospital & health care

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$285K

+71.0% from 2018

Total participants

+5.7% from 2018

Average account balance

$3,241

+41.8% from 2018

Annual return

24.67%

+24.67 pp from 2018

Benchmarks

See 18,455 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,455 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$623K

Not enough data

1 years with asset history on file

Average account balance

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

$11K

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.

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.

67.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$103K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+12.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6012

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

0 years with F_SCH_H allocation on file

See the 8-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2F2G2S2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$23K

$269 / participant

Other / not subdivided$23K100.0%

% of EOY assets

8.021%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$3,241

$85,202-96.2%

$172,739-98.1%

$72,985-95.6%

Participation rate

95.3%

70.1%+25.2pp

82.6%+12.6pp

69.5%+25.8pp

Annual return

24.67%

27.32%-2.6pp

802.84%-778.2pp

81.00%-56.3pp

Employer contribution / active EE

$260

$3,324-92.2%

$5,143-94.9%

$2,440-89.3%

Participant deferral / active EE

$911

$3,260-72.1%

$5,198-82.5%

$3,607-74.7%

Admin fee / account holder

$260

$5,884-95.6%

$13,954-98.1%

$5,124-94.9%

EMPLOYEE BENEFIT PLAN OF CORE SERVICES OF NORTHEAST TENNESSEE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF CORE SERVICES OF NORTHEAST TENNESSEE

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