Retirement plan

COLUMBIA COMMUNITY MENTAL HEALTH 403(B) PLAN

Name: COLUMBIA COMMUNITY MENTAL HEALTH - COLUMBIA COMMUNITY MENTAL HEALTH 403(B) PLAN (2018) Form 5500
Creator: COLUMBIA COMMUNITY MENTAL HEALTH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLUMBIA COMMUNITY MENTAL HEALTH 403(B) PLAN, COLUMBIA COMMUNITY MENTAL HEALTH

COLUMBIA COMMUNITY MENTAL HEALTHEIN 93-0644303Plan #001PY 2018

P.O. BOX 1234 - ST HELENS, OR 97051503-397-5211ccmh1.comLinkedIn201-500 employeesmental health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.1M

+13.7% from 2017

Total participants

267

+5.5% from 2017

Average account balance

$22,404

+1.7% from 2017

Annual return

7.66%

-4.27 pp from 2017

Benchmarks

See 5,259 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,259 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.63M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

261

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.

85.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.47M

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

+12.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$113

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
EPIC RETIREMENT PLAN SERVICES1 year Filed as: THE RETIREMENT PLAN COMPANY Service code 13 · EIN 38-3712991	Contract Administrator	$11,263
JONES & ROTH, PC1 year Filed as: JONES & ROTH, P.C. Service code 10 · EIN 93-0819646	Accounting	$5,584

Plan features & details

Pension benefit codes2E2F2G2K2M2T3D

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.
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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

$19K

$94 / participant

Other / not subdivided$19K100.0%

% of EOY assets

0.376%

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: JONES & ROTH, P.C.
Auditor EIN: 930819646
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,404

$47,977-53.3%

$154,108-85.5%

$56,289-60.2%

Participation rate

81.0%

66.2%+14.8pp

83.0%-2.1pp

69.9%+11.1pp

Annual return

7.66%

3.54%+4.1pp

735.21%-727.5pp

-9.96%+17.6pp

Employer contribution / active EE

$1,040

$2,169-52.0%

$5,298-80.4%

$2,111-50.7%

Participant deferral / active EE

$2,028

$2,392-15.2%

$5,081-60.1%

$3,350-39.5%

Admin fee / account holder

$84

$438-80.8%

$13,411-99.4%

$521-83.8%

Provider

Service type

Compensation

EPIC RETIREMENT PLAN SERVICES1 year

Filed as: THE RETIREMENT PLAN COMPANY

Service code 13 · EIN 38-3712991

Contract Administrator

$11,263

JONES & ROTH, PC1 year

Filed as: JONES & ROTH, P.C.

Service code 10 · EIN 93-0819646

Accounting

$5,584

COLUMBIA COMMUNITY MENTAL HEALTH 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLUMBIA COMMUNITY MENTAL HEALTH 403(B) 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