Retirement plan

CHRISTIAN CARE MANAGEMENT, INC. 403(B) PLAN

Name: CHRISTIAN CARE MANAGEMENT, INC. - CHRISTIAN CARE MANAGEMENT, INC. 403(B) PLAN (2016) Form 5500
Creator: CHRISTIAN CARE MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHRISTIAN CARE MANAGEMENT, INC. 403(B) PLAN, CHRISTIAN CARE MANAGEMENT, INC.

CHRISTIAN CARE MANAGEMENT, INC.EIN 94-2756711Plan #001PY 2016

2002 WEST SUNNYSIDE DRIVE - PHOENIX, AZ 85029602-443-5413LinkedIn1-10 employeeshospital & health care

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$7.9M

+15.9% from 2015

Total participants

769

-6.7% from 2015

Average account balance

$18,468

+14.2% from 2015

Annual return

8.09%

+8.51 pp from 2015

Benchmarks

See 542 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort542 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.49M

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

411

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.

40.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.67M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$47

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
NEWPORT GROUP, INC.2+ years Service code 13 · EIN 27-2037969	Contract Administrator	$18,277

Plan features & details

Pension benefit codes2E2G2K2M2T3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$18K

$26 / participant

Contract admin$18K100.0%

% of EOY assets

0.232%

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: EIDE BAILY LLP
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,468

$42,582-56.6%

$171,082-89.2%

$57,658-68.0%

Participation rate

50.8%

63.9%-13.1pp

76.7%-25.9pp

70.2%-19.4pp

Annual return

8.09%

308.67%-300.6pp

32.56%-24.5pp

5.13%+3.0pp

Employer contribution / active EE

$540

$1,306-58.6%

$4,002-86.5%

$1,974-72.6%

Participant deferral / active EE

$1,068

$2,933-63.6%

$4,797-77.7%

$3,061-65.1%

Admin fee / account holder

$43

$82-47.9%

$8,520-99.5%

$95-54.6%

Provider

Service type

Compensation

NEWPORT GROUP, INC.2+ years

Service code 13 · EIN 27-2037969

Contract Administrator

$18,277

CHRISTIAN CARE MANAGEMENT, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHRISTIAN CARE MANAGEMENT, INC. 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