Retirement plan

MENDOCINO COMMUNITY HEALTH CLINIC, INC. 401(K) SAVINGS PLAN

Name: MENDOCINO COMMUNITY HEALTH CLINIC, INC. - MENDOCINO COMMUNITY HEALTH CLINIC, INC. 401(K) SAVINGS PLAN (2017) Form 5500
Creator: MENDOCINO COMMUNITY HEALTH CLINIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MENDOCINO COMMUNITY HEALTH CLINIC, INC. 401(K) SAVINGS PLAN, MENDOCINO COMMUNITY HEALTH CLINIC, INC.

MENDOCINO COMMUNITY HEALTH CLINIC, INC.EIN 68-0259045Plan #001PY 2017

333 LAWS AVENUE - UKIAH, CA 95482707-472-4516LinkedIn51-200 employees

Other plans on this EIN

1 filing

#002Retirement-$3.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.7M

+36.0% from 2016

Total participants

483

-2.8% from 2016

Average account balance

$16,381

+36.6% from 2016

Annual return

22.04%

+14.30 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

$21.70M

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

468

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.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.04M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$64

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
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641	Recordkeeping	$3,183
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009	Securities Custodian	$2,174
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782	Securities Custodian	$0
CHARLES SCHWAB & CO., INC.3+ years Service code 19	Securities Custodian	$0

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$5K

$15 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.070%

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: COMYNS SMITH MCCLEARY & DEAVER LLP
Auditor EIN: 680307221
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,381

$46,173-64.5%

$170,435-90.4%

$69,631-76.5%

Participation rate

95.8%

63.9%+31.9pp

83.6%+12.2pp

70.7%+25.1pp

Annual return

22.04%

21.62%+0.4pp

205.94%-183.9pp

27571.02%-27549.0pp

Employer contribution / active EE

$1,203

$1,610-25.3%

$5,432-77.9%

$2,032-40.8%

Participant deferral / active EE

$1,853

$2,080-10.9%

$4,939-62.5%

$3,224-42.5%

Admin fee / account holder

$11

$116-90.1%

$13,881-99.9%

$110-89.6%

Provider

Service type

Compensation

MILLIMAN, INC.3+ years

Filed as: MILLIMAN

Service code 15 · EIN 91-0675641

Recordkeeping

$3,183

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB BANK

Service code 19 · EIN 42-1558009

Securities Custodian

$2,174

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB & CO. INC.

Service code 19 · EIN 94-1737782

Securities Custodian

CHARLES SCHWAB & CO., INC.3+ years

Service code 19

Securities Custodian

MENDOCINO COMMUNITY HEALTH CLINIC, INC. 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MENDOCINO COMMUNITY HEALTH CLINIC, INC. 401(K) 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