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 (2022) 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 2022

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.9M

-10.6% from 2021

Total participants

+5.5% from 2021

Average account balance

$215,653

-18.7% from 2021

Annual return

-15.55%

-30.55 pp from 2021

Benchmarks

See 19,701 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,701 peers

Snapshot2022

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

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

$95K

$1973 / participant

Other / not subdivided$95K100.0%

% of EOY assets

0.798%

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

$215,653

$73,863+192.0%

$143,797+50.0%

$68,490+214.9%

Participation rate

93.8%

66.7%+27.1pp

80.3%+13.4pp

67.9%+25.9pp

Annual return

-15.55%

0.91%-16.5pp

-0.04%-15.5pp

-7.85%-7.7pp

Employer contribution / active EE

$8,223

$3,185+158.2%

$4,952+66.0%

$2,597+216.7%

Participant deferral / active EE

$6,615

$3,385+95.4%

$5,638+17.3%

$4,028+64.2%

Admin fee / account holder

$1,722

$5,756-70.1%

$14,679-88.3%

$5,403-68.1%

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