Retirement plan

THE MOHAVE PLAN

Name: MOHAVE MENTAL HEALTH CLINIC INC - THE MOHAVE PLAN (2016) Form 5500
Creator: MOHAVE MENTAL HEALTH CLINIC INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE MOHAVE PLAN, MOHAVE MENTAL HEALTH CLINIC INC

MOHAVE MENTAL HEALTH CLINIC INCEIN 86-0214457Plan #001PY 2016

1743 SYCAMORE AVE - KINGMAN, AZ 864090927928-757-8111LinkedIn201-500 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.7M

+15.3% from 2015

Total participants

386

-8.5% from 2015

Average account balance

$19,927

+24.9% from 2015

Annual return

8.42%

+9.68 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

$15.52M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

305

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.

94.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.61M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25

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
AMERITAS LIFE INSURANCE CORP2+ years Service code 15 · EIN 47-0098400	Recordkeeping	$9,568

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$10K

$32 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.131%

all-in expense ratio

Categories reported

0 / 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: MAYER HOFFMAN MCCANN P.C.
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,927

$36,916-46.0%

$156,552-87.3%

$57,658-65.4%

Participation rate

99.7%

63.4%+36.3pp

84.0%+15.7pp

70.2%+29.5pp

Annual return

8.42%

12.38%-4.0pp

32.23%-23.8pp

5.13%+3.3pp

Employer contribution / active EE

$2,068

$1,571+31.7%

$5,501-62.4%

$1,974+4.8%

Participant deferral / active EE

$1,105

$1,926-42.6%

$4,871-77.3%

$3,061-63.9%

Admin fee / account holder

$26

$82-68.4%

$13,028-99.8%

$95-72.4%

Provider

Service type

Compensation

AMERITAS LIFE INSURANCE CORP2+ years

Service code 15 · EIN 47-0098400

Recordkeeping

$9,568

THE MOHAVE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE MOHAVE 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