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Retirement plan

ROCHESTER GENERAL HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN

ROCHESTER GENERAL HEALTH SYSTEMEIN 22-2551509Plan #001PY 2016
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1425 PORTLAND AVENUE - ROCHESTER, NY 146210395585-922-4000
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(585) 922-4000
Plan administrator signer
THOMAS CRILLY
Signed 10/16/2017
How to read this page

Summary metrics

Total assets (EOY)
$590.8M
-5.8% from 2016
Total participants
12,973
-1.5% from 2016
Average account balance
$0
No prior year
Annual return
7.52%
-9.92 pp from 2016

Benchmarks

See 33 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants5,000-9,999
Cohort33 peers
Snapshot2016
Participant deferral / active EE
$0
median $87
Employer contribution / active EE
$5,381
median $3,642
Participation rate
0.0%
median 19.1%
Avg account balance
$0
median $53,539
Admin fee / account holder
$0
median $531
Annual return
7.52%
median 6.47%
Overall peer rank
66th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$717.05M
Average account balance
Total assets / participants with a balance (line 6g)
$46K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
7,974
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$134.80M
Contributions per participant
Average employer and participant contribution per enrolled participant
$18K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+4.77%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 10 of 14 by compensation
ProviderService typeCompensation
MERCER2+ years
Service code 11 · EIN 13-2834414
Actuarial
$347,161
ABERDEEN ASSET MANAGEMENT INC.2+ years
Service code 27 · EIN 51-0368279
Advisory (Plan)
$198,475
NEPC, LLC2+ years
Service code 17 · EIN 26-1429809
Pension Consulting
$170,509
WINDHAVEN2+ years
Service code 51 · EIN 27-3763801
Investment Mgmt Fees
$159,156
GRYPHON2+ years
Service code 51 · EIN 98-0432908
Investment Mgmt Fees
$139,614
WELLS CAPITAL MANAGEMENT2+ years
Service code 51 · EIN 95-3692822
Investment Mgmt Fees
$121,782
CLIFTON GROUP INVESTMENT MANAGEMENT2+ years
Service code 51 · EIN 41-0995965
Investment Mgmt Fees
$120,473
WEDGE CAPITAL MANAGEMENT LLP2+ years
Service code 51 · EIN 56-1557450
Investment Mgmt Fees
$106,879
KEY BANK NATIONAL ASSOCIATION2+ years
Service code 13 · EIN 34-0797057
Contract Administrator
$105,600
WELLINGTON TRUST COMPANY2+ years
Service code 51 · EIN 04-2755549
Investment Mgmt Fees
$87,732

Enrolled actuary

1 attachment
SB

TODD WEBER, E.A., M.A.A.A.

MERCER
Enrollment #1706399
70 LINDEN OAKS, SUITE 310
ROCHESTER, NY 14625
(585) 389-8700
Signed 2017-10-11

Top hat statement on fileNQDC

Filed December 7, 2001 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes1A
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).

Opportunity flags

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

Expense breakdown

Schedule H Part II
Admin total
$4.9M
$784 / participant
  • Investment mgmt$1M22.2%
  • Contract admin$106K2.2%
  • Other / not subdivided$4M75.7%
% of EOY assets
0.828%
all-in expense ratio
Categories reported
2 / 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
FREED MAXICK CPAS, P.C.
Auditor EIN
454051133
Audit fees
(not subdivided)
Opinion code
Disclaimer