Retirement plan

CENTRAL CALIFORNIA BLOOD CENTER 401(K) PLAN AND TRUST

Name: CENTRAL CALIFORNIA BLOOD CENTER - CENTRAL CALIFORNIA BLOOD CENTER 401(K) PLAN AND TRUST (2019) Form 5500
Creator: CENTRAL CALIFORNIA BLOOD CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL CALIFORNIA BLOOD CENTER 401(K) PLAN AND TRUST, CENTRAL CALIFORNIA BLOOD CENTER

CENTRAL CALIFORNIA BLOOD CENTEREIN 94-6024540Plan #002PY 2019

4343 W. HERNDON AVENUE - FRESNO, CA 93722559-389-5424donateblood.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$11.6M

-6.7% from 2018

Total participants

225

+10.8% from 2018

Average account balance

$55,726

-11.6% from 2018

Annual return

3.89%

-6.16 pp from 2018

Benchmarks

See 5,342 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,342 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.28M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

187

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.

79.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.11M

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

+17.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$347

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
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081	Recordkeeping	$36,174

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$36K

$253 / participant

Other / not subdivided$36K100.0%

% of EOY assets

0.312%

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: JTW & ASSOCIATES, LLP
Auditor EIN: 472718509
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$55,726

$52,961+5.2%

$172,752-67.7%

$65,185-14.5%

Participation rate

88.1%

66.2%+21.9pp

82.6%+5.5pp

70.2%+17.9pp

Annual return

3.89%

30.12%-26.2pp

802.97%-799.1pp

29.38%-25.5pp

Employer contribution / active EE

$3,455

$2,190+57.8%

$5,144-32.8%

$2,177+58.7%

Participant deferral / active EE

$2,663

$2,471+7.8%

$5,198-48.8%

$3,514-24.2%

Admin fee / account holder

$174

$472-63.2%

$13,955-98.8%

$847-79.5%

Provider

Service type

Compensation

ALERUS FINANCIAL, N.A.4+ years

Service code 15 · EIN 45-6062081

Recordkeeping

$36,174

CENTRAL CALIFORNIA BLOOD CENTER 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL CALIFORNIA BLOOD CENTER 401(K) PLAN AND TRUST

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