Retirement plan

COMMUNITY HEALTH COUNCILS SAVINGS PLUS

Name: COMMUNITY HEALTH COUNCILS, INC. - COMMUNITY HEALTH COUNCILS SAVINGS PLUS (2017) Form 5500
Creator: COMMUNITY HEALTH COUNCILS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY HEALTH COUNCILS SAVINGS PLUS, COMMUNITY HEALTH COUNCILS, INC.

COMMUNITY HEALTH COUNCILS, INC.EIN 95-4487664Plan #001PY 2017

3731 STOCKER STREET SUITE 201 - LOS ANGELES, CA 900085111323-295-9372communityhealthcouncils.comLinkedIn51-200 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

-13.4% from 2016

Total participants

-12.7% from 2016

Average account balance

$24,425

-0.5% from 2016

Annual return

12.15%

+5.11 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.47M

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

146.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$374K

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

+13.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5203

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 codes2L2F2G2M2T

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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.

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

$413K

$29501 / participant

Other / not subdivided$413K100.0%

% of EOY assets

35.976%

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

$24,425

$99,031-75.3%

$86,597-71.8%

$147,585-83.4%

Participation rate

92.9%

76.3%+16.5pp

73.5%+19.3pp

82.8%+10.0pp

Annual return

12.15%

1312.56%-1300.4pp

964.96%-952.8pp

578.57%-566.4pp

Employer contribution / active EE

$2,310

$3,132-26.3%

$2,840-18.7%

$4,876-52.6%

Participant deferral / active EE

$3,005

$3,972-24.4%

$3,609-16.7%

$5,439-44.8%

Admin fee / account holder

$8,787

$5,711+53.9%

$4,906+79.1%

$10,885-19.3%

COMMUNITY HEALTH COUNCILS SAVINGS PLUS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY HEALTH COUNCILS SAVINGS PLUS

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