Retirement plan

VISITING NURSE HOME & HOSPICE 401(K) RETIREMENT PLAN

Name: VISITING NURSE HOME & HOSPICE - VISITING NURSE HOME & HOSPICE 401(K) RETIREMENT PLAN (2021) 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 2021

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)

$15.9M

+18.5% from 2020

Total participants

226

-7.8% from 2020

Average account balance

$71,832

+7.8% from 2020

Annual return

14.70%

+0.33 pp from 2020

Benchmarks

See 5,350 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,350 peers

Snapshot2021

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 2 by compensation

Provider	Service type	Compensation
GLOBAL RETIREMENT PARTNERS LLC2 years Service code 27 · EIN 47-1411118	Advisory (Plan)	$32,304
FIDELITY INVESTMENTS INSTITUTIONAL6+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	$5,297

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

$38K

$198 / participant

Other / not subdivided$38K100.0%

% of EOY assets

0.237%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$71,832

$61,172+17.4%

$185,851-61.3%

$79,389-9.5%

Participation rate

97.4%

66.6%+30.7pp

81.7%+15.7pp

70.7%+26.7pp

Annual return

14.70%

19.45%-4.7pp

122.11%-107.4pp

116.89%-102.2pp

Employer contribution / active EE

$2,722

$2,321+17.3%

$5,168-47.3%

$2,428+12.1%

Participant deferral / active EE

$4,732

$2,788+69.7%

$5,569-15.0%

$4,046+17.0%

Admin fee / account holder

$170

$710-76.0%

$16,245-99.0%

$626-72.8%

Provider

Service type

Compensation

GLOBAL RETIREMENT PARTNERS LLC2 years

Service code 27 · EIN 47-1411118

Advisory (Plan)

$32,304

FIDELITY INVESTMENTS INSTITUTIONAL6+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$5,297

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