Retirement plan

CALIFORNIA PSYCHIATRIC TRANSITIONS 401(K) & PS PLAN

Name: CALIFORNIA PSYCHIATRIC TRANSITIONS - CALIFORNIA PSYCHIATRIC TRANSITIONS 401(K) & PS PLAN (2022) Form 5500
Creator: CALIFORNIA PSYCHIATRIC TRANSITIONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALIFORNIA PSYCHIATRIC TRANSITIONS 401(K) & PS PLAN, CALIFORNIA PSYCHIATRIC TRANSITIONS

CALIFORNIA PSYCHIATRIC TRANSITIONSEIN 77-0467252Plan #001PY 2022

9226 HINTON AVE - DELHI, CA 95315209-667-9304

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$1.4M

+17.5% from 2021

Total participants

177

+5.4% from 2021

Average account balance

$19,441

+14.3% from 2021

Annual return

-23.51%

-48.70 pp from 2021

Benchmarks

See 5,349 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,349 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.97M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

55.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$600K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2247

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

Top 1 by compensation

Provider	Service type	Compensation
INTEGRAL INVESTMENT ADVISORS, INC.1 year Service code 15 · EIN 26-2355009	Recordkeeping	$6,535

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$8K

$48 / participant

Investment mgmt$7K81.9%
Contract admin$1K18.1%

% of EOY assets

0.570%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GRIMBLEBY COLEMAN, CPA'S
Auditor EIN: 770000018
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,441

$65,092-70.1%

$143,799-86.5%

$66,938-71.0%

Participation rate

36.4%

65.2%-28.8pp

80.3%-44.0pp

69.8%-33.5pp

Annual return

-23.51%

-11.14%-12.4pp

-0.04%-23.5pp

1.58%-25.1pp

Employer contribution / active EE

$1,181

$2,362-50.0%

$4,952-76.2%

$2,545-53.6%

Participant deferral / active EE

$2,094

$2,920-28.3%

$5,638-62.9%

$4,238-50.6%

Admin fee / account holder

$111

$502-78.0%

$14,677-99.2%

$594-81.3%

Provider

Service type

Compensation

INTEGRAL INVESTMENT ADVISORS, INC.1 year

Service code 15 · EIN 26-2355009

Recordkeeping

$6,535

CALIFORNIA PSYCHIATRIC TRANSITIONS 401(K) & PS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALIFORNIA PSYCHIATRIC TRANSITIONS 401(K) & PS 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