Retirement plan

GREELEY CENTER FOR INDEPENDENCE, INC. RETIREMENT PLAN

Name: GREELEY CENTER FOR INDEPENDENCE, INC. - GREELEY CENTER FOR INDEPENDENCE, INC. RETIREMENT PLAN (2018) Form 5500
Creator: GREELEY CENTER FOR INDEPENDENCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREELEY CENTER FOR INDEPENDENCE, INC. RETIREMENT PLAN, GREELEY CENTER FOR INDEPENDENCE, INC.

GREELEY CENTER FOR INDEPENDENCE, INC.EIN 84-0779790Plan #001PY 2018

2780 28TH AVE - GREELY, CO 80634970-339-2444

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$925K

+15.9% from 2017

Total participants

-8.8% from 2017

Average account balance

$13,026

+20.8% from 2017

Annual return

7.90%

-3.06 pp from 2017

Benchmarks

See 18,165 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,165 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$548K

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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.

241.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$105K

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

+3.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9854

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 codes2E2F2G2T3D

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.
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

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

$88K

$1729 / participant

Other / not subdivided$88K100.0%

% of EOY assets

9.534%

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

$13,026

$75,959-82.9%

$154,114-91.5%

$64,181-79.7%

Participation rate

96.1%

70.4%+25.7pp

83.0%+13.0pp

69.6%+26.5pp

Annual return

7.90%

30.32%-22.4pp

735.16%-727.3pp

7.63%+0.3pp

Employer contribution / active EE

$1,135

$3,350-66.1%

$5,298-78.6%

$2,381-52.3%

Participant deferral / active EE

$1,741

$3,175-45.2%

$5,081-65.7%

$3,470-49.8%

Admin fee / account holder

$1,242

$5,589-77.8%

$13,411-90.7%

$4,887-74.6%

GREELEY CENTER FOR INDEPENDENCE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREELEY CENTER FOR INDEPENDENCE, INC. RETIREMENT 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