Retirement plan

JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN

Name: JEFFERSON CENTER FOR MENTAL HEALTH - JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN (2015) Form 5500
Creator: JEFFERSON CENTER FOR MENTAL HEALTH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN, JEFFERSON CENTER FOR MENTAL HEALTH

JEFFERSON CENTER FOR MENTAL HEALTHEIN 84-0474717Plan #001PY 2015

4851 INDEPENDENCE STREET, SUITE 200 - WHEAT RIDGE, CO 80033303-432-5136jcmh.orgLinkedIn501-1000 employeesmental health care

Other plans on this EIN

1 filing

#002Retirement-$1.3M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$19.4M

No prior year

Total participants

832

No prior year

Average account balance

$23,940

No prior year

Annual return

-1.41%

No prior year

Benchmarks

See 3,168 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,168 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$42.45M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

1,536

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.

98.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.41M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$107

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 2 by compensation

Provider	Service type	Compensation
VALIC RETIREMENT SERVICES COMPANY1+ years Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365	Securities Custodian	$104,781
VALIC RETIREMENT SERVICES COMPANY1+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348	Securities Custodian	$0

Plan features & details

Pension benefit codes2E2G2J2K

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$105K

$160 / participant

Contract admin$105K100.0%

% of EOY assets

0.539%

all-in expense ratio

Categories reported

1 / 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: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,940

$37,117-35.5%

$147,617-83.8%

$55,191-56.6%

Participation rate

96.9%

63.6%+33.3pp

84.6%+12.3pp

69.2%+27.8pp

Annual return

-1.41%

3.44%-4.9pp

61.98%-63.4pp

10.78%-12.2pp

Employer contribution / active EE

$1,221

$1,620-24.6%

$5,565-78.1%

$1,899-35.7%

Participant deferral / active EE

$2,280

$1,985+14.8%

$4,895-53.4%

$3,046-25.2%

Admin fee / account holder

$129

$86+50.8%

$11,611-98.9%

$91+42.1%

Provider

Service type

Compensation

VALIC RETIREMENT SERVICES COMPANY1+ years

Filed as: VALIC RETIREMENT SERVICES CO

Service code 19 · EIN 51-0396365

Securities Custodian

$104,781

VALIC RETIREMENT SERVICES COMPANY1+ years

Filed as: VARIABLE ANNUITY LIFE INSURANCE CO

Service code 19 · EIN 74-1625348

Securities Custodian

JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEFFERSON CENTER FOR MENTAL HEALTH 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