Retirement plan

JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN

Name: JEFFERSON CENTER FOR MENTAL HEALTH - JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN (2016) 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 2016

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 flagsCorrective distributions

How to read this page

Total assets (EOY)

$21.9M

+12.8% from 2015

Total participants

885

+6.4% from 2015

Average account balance

$25,467

+6.4% from 2015

Annual return

7.65%

+9.06 pp from 2015

Benchmarks

See 3,733 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,733 peers

Snapshot2016

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 1 by compensation

Provider	Service type	Compensation
VALIC RETIREMENT SERVICES COMPANY2+ years Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365	Securities Custodian	$47,275

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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$47K

$69 / participant

Contract admin$47K100.0%

% of EOY assets

0.216%

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

$25,467

$36,916-31.0%

$156,551-83.7%

$57,658-55.8%

Participation rate

96.5%

63.4%+33.1pp

84.0%+12.5pp

70.2%+26.3pp

Annual return

7.65%

12.38%-4.7pp

32.23%-24.6pp

5.13%+2.5pp

Employer contribution / active EE

$1,353

$1,571-13.8%

$5,501-75.4%

$1,974-31.4%

Participant deferral / active EE

$2,331

$1,926+21.0%

$4,871-52.2%

$3,061-23.8%

Admin fee / account holder

$55

$82-33.4%

$13,028-99.6%

$95-41.9%

Provider

Service type

Compensation

VALIC RETIREMENT SERVICES COMPANY2+ years

Filed as: VALIC RETIREMENT SERVICES CO

Service code 19 · EIN 51-0396365

Securities Custodian

$47,275

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