Retirement plan

VISITING NURSE HOME & HOSPICE 401(K) RETIREMENT PLAN

Name: VISITING NURSE HOME & HOSPICE - VISITING NURSE HOME & HOSPICE 401(K) RETIREMENT PLAN (2019) Form 5500
Creator: VISITING NURSE HOME & HOSPICE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VISITING NURSE HOME & HOSPICE 401(K) RETIREMENT PLAN, VISITING NURSE HOME & HOSPICE

VISITING NURSE HOME & HOSPICEEIN 05-0258915Plan #002PY 2019

1184 EAST MAIN ROAD - PORTSMOUTH, RI 02871401-682-2100LinkedIn201-500 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$11.5M

+34.0% from 2018

Total participants

234

+27.2% from 2018

Average account balance

$59,799

+22.2% from 2018

Annual return

24.34%

+29.67 pp from 2018

Benchmarks

See 5,341 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,341 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.21M

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

96.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.39M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$253

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 3 by compensation

Provider	Service type	Compensation
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611	Other Commissions	$12,793
KESTRA INVESTMENT SERVICES LLC4+ years Service code 55 · EIN 35-2552359	Other Commissions	$11,364
FIDELITY INVESTMENTS INSTITUTIONAL4+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	$1,086

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$5 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.009%

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: BERRYDUNN
Auditor EIN: 010523282
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$59,799

$52,967+12.9%

$172,753-65.4%

$65,186-8.3%

Participation rate

80.6%

66.2%+14.4pp

82.6%-2.1pp

70.2%+10.4pp

Annual return

24.34%

30.12%-5.8pp

803.00%-778.7pp

29.39%-5.0pp

Employer contribution / active EE

$2,199

$2,190+0.4%

$5,144-57.2%

$2,177+1.0%

Participant deferral / active EE

$2,938

$2,471+18.9%

$5,198-43.5%

$3,514-16.4%

Admin fee / account holder

$472-98.8%

$13,956-100.0%

$847-99.3%

Provider

Service type

Compensation

LPL FINANCIAL1 year

Filed as: LPL FINANCIAL LLC

Service code 55 · EIN 04-3046611

Other Commissions

$12,793

KESTRA INVESTMENT SERVICES LLC4+ years

Service code 55 · EIN 35-2552359

Other Commissions

$11,364

FIDELITY INVESTMENTS INSTITUTIONAL4+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$1,086

VISITING NURSE HOME & HOSPICE 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VISITING NURSE HOME & HOSPICE 401(K) RETIREMENT 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