Retirement plan

VISITING NURSE HOME & HOSPICE 401(K) RETIREMENT PLAN

Name: VISITING NURSE HOME & HOSPICE - VISITING NURSE HOME & HOSPICE 401(K) RETIREMENT PLAN (2020) 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 2020

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)

$13.4M

+16.1% from 2019

Total participants

245

+4.7% from 2019

Average account balance

$66,635

+11.4% from 2019

Annual return

14.37%

-9.98 pp from 2019

Benchmarks

See 5,414 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,414 peers

Snapshot2020

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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611	Other Commissions	$18,298
GLOBAL RETIREMENT PARTNERS LLC1 year Service code 27 · EIN 47-1411118	Advisory (Plan)	$8,802
FIDELITY INVESTMENTS INSTITUTIONAL5+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	$1,907

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

$11K

$47 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.080%

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

$66,635

$58,895+13.1%

$178,503-62.7%

$73,497-9.3%

Participation rate

80.5%

66.2%+14.3pp

81.9%-1.4pp

70.7%+9.8pp

Annual return

14.37%

24.86%-10.5pp

151.12%-136.8pp

28.51%-14.1pp

Employer contribution / active EE

$2,274

$2,236+1.7%

$5,011-54.6%

$2,270+0.2%

Participant deferral / active EE

$3,354

$2,567+30.6%

$5,202-35.5%

$3,740-10.3%

Admin fee / account holder

$53

$400-86.7%

$13,987-99.6%

$513-89.6%

Provider

Service type

Compensation

LPL FINANCIAL2 years

Filed as: LPL FINANCIAL LLC

Service code 55 · EIN 04-3046611

Other Commissions

$18,298

GLOBAL RETIREMENT PARTNERS LLC1 year

Service code 27 · EIN 47-1411118

Advisory (Plan)

$8,802

FIDELITY INVESTMENTS INSTITUTIONAL5+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$1,907

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