Retirement plan

CHILDREN'S MERCY - PEDIATRIC CARE NORTH, INC. 401(K) PROFIT SHARING PLAN

Name: CHILDRENS MERCY - PEDIATRIC CARE NORTH, INC. - CHILDREN'S MERCY - PEDIATRIC CARE NORTH, INC. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: CHILDRENS MERCY - PEDIATRIC CARE NORTH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILDREN'S MERCY - PEDIATRIC CARE NORTH, INC. 401(K) PROFIT SHARING PLAN, CHILDRENS MERCY - PEDIATRIC CARE NORTH, INC.

CHILDRENS MERCY - PEDIATRIC CARE NORTH, INC.EIN 81-5020009Plan #001PY 2021

8781 N. PLATTE PURCHASE DR. - KANSAS CITY, MO 64155

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$13.3M

+19.4% from 2020

Total participants

+3.8% from 2020

Average account balance

$265,281

+14.6% from 2020

Annual return

15.00%

-2.35 pp from 2020

Benchmarks

See 18,803 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,803 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.88M

Not enough data

1 years with asset history on file

Average account balance

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

$253K

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.

113.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$652K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+12.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6246

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 codes2E2F2G2J3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$171K

$3887 / participant

Other / not subdivided$171K100.0%

% of EOY assets

1.289%

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

$265,281

$95,415+178.0%

$185,851+42.7%

$85,851+209.0%

Participation rate

88.6%

68.8%+19.9pp

81.7%+6.9pp

69.3%+19.3pp

Annual return

15.00%

23.59%-8.6pp

122.11%-107.1pp

318.63%-303.6pp

Employer contribution / active EE

$7,750

$3,314+133.9%

$5,168+49.9%

$2,565+202.1%

Participant deferral / active EE

$6,295

$3,424+83.9%

$5,569+13.1%

$3,952+59.3%

Admin fee / account holder

$3,421

$7,215-52.6%

$16,245-78.9%

$6,261-45.4%

CHILDREN'S MERCY - PEDIATRIC CARE NORTH, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHILDREN'S MERCY - PEDIATRIC CARE NORTH, INC. 401(K) PROFIT SHARING 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