Retirement plan

CONDADO HOME CARE SAVINGS & INVESTMENT PLAN

Name: CONDADO HOME CARE PROGRAM, INC. SEE MULTIPLE EMPLOYER ATTACHMENT - CONDADO HOME CARE SAVINGS & INVESTMENT PLAN (2021) Form 5500
Creator: CONDADO HOME CARE PROGRAM, INC. SEE MULTIPLE EMPLOYER ATTACHMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONDADO HOME CARE SAVINGS & INVESTMENT PLAN, CONDADO HOME CARE PROGRAM, INC. SEE MULTIPLE EMPLOYER ATTACHMENT

CONDADO HOME CARE PROGRAM, INC. SEE MULTIPLE EMPLOYER ATTACHMENTEIN 66-0356900Plan #001PY 2021

CALLE DUARTE #186 - SAN JUAN, PR 00917787-758-2325

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1M

+28.4% from 2020

Total participants

+6.0% from 2020

Average account balance

$19,438

+21.2% from 2020

Annual return

23.71%

+21.99 pp from 2020

Benchmarks

See 8,919 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,919 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$782K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

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

+4.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3922

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

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 codes2E2J3C

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$35K

$658 / participant

Other / not subdivided$35K100.0%

% of EOY assets

3.386%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,438

$65,440-70.3%

$98,506-80.3%

$85,851-77.4%

Participation rate

100.0%

65.0%+35.0pp

73.3%+26.7pp

69.3%+30.7pp

Annual return

23.71%

21.75%+2.0pp

1494.92%-1471.2pp

318.63%-294.9pp

Employer contribution / active EE

$359

$2,169-83.5%

$2,961-87.9%

$2,565-86.0%

Participant deferral / active EE

$926

$3,168-70.8%

$4,277-78.4%

$3,952-76.6%

Admin fee / account holder

$658

$4,596-85.7%

$5,955-88.9%

$6,261-89.5%

CONDADO HOME CARE SAVINGS & INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONDADO HOME CARE SAVINGS & INVESTMENT 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