Retirement plan

BAYCARE HEALTH PARTNERS, INC. 401(K) PLAN AND TRUST

Name: BAYCARE HEALTH PARTNERS, INC. - BAYCARE HEALTH PARTNERS, INC. 401(K) PLAN AND TRUST (2019) Form 5500
Creator: BAYCARE HEALTH PARTNERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAYCARE HEALTH PARTNERS, INC. 401(K) PLAN AND TRUST, BAYCARE HEALTH PARTNERS, INC.

BAYCARE HEALTH PARTNERS, INC.EIN 04-3240830Plan #001PY 2019

101 WASON AVENUE, SUITE 200 - SPRINGFIELD, MA 01107413-794-8200

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+98.5% from 2018

Total participants

+8.7% from 2018

Average account balance

$18,049

+82.6% from 2018

Annual return

26.48%

+26.48 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.61M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$714K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+16.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2325

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$44K

$750 / participant

Other / not subdivided$44K100.0%

% of EOY assets

3.214%

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

$18,049

$85,171-78.8%

$172,752-89.6%

$72,975-75.3%

Participation rate

100.0%

70.1%+29.9pp

82.6%+17.4pp

69.5%+30.5pp

Annual return

26.48%

27.32%-0.8pp

802.97%-776.5pp

81.01%-54.5pp

Employer contribution / active EE

$2,847

$3,324-14.3%

$5,144-44.7%

$2,440+16.7%

Participant deferral / active EE

$6,373

$3,260+95.5%

$5,198+22.6%

$3,608+76.6%

Admin fee / account holder

$580

$5,880-90.1%

$13,955-95.8%

$5,124-88.7%

BAYCARE HEALTH PARTNERS, INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BAYCARE HEALTH PARTNERS, INC. 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