Retirement plan

DAY KIMBALL HOSPITAL DEFINED CONTRIBUTION PLAN

Name: DAY KIMBALL HOSPITAL - DAY KIMBALL HOSPITAL DEFINED CONTRIBUTION PLAN (2015) Form 5500
Creator: DAY KIMBALL HOSPITAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAY KIMBALL HOSPITAL DEFINED CONTRIBUTION PLAN, DAY KIMBALL HOSPITAL

DAY KIMBALL HOSPITALEIN 06-0646599Plan #002PY 2015

320 POMFRET STREET - PUTNAM, CT 062601869860-928-6541daykimball.orgLinkedIn1001-5000 employeeshospital & health care

Other plans on this EIN

2 filings

#001Retirement-$70.9M assets #003Retirement-$842K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$28.7M

No prior year

Total participants

1,226

No prior year

Average account balance

$24,558

No prior year

Annual return

-0.53%

No prior year

Benchmarks

See 1,197 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,197 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$61.73M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

1,042

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.

95.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.94M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$221

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 1 by compensation

Provider	Service type	Compensation
HOOKER & HOLCOMBE, INC.1+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 37 · EIN 20-0346540	Loan Processing	$27,553

Plan features & details

Pension benefit codes2E2F2G2J2T

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$28K

$25 / participant

Investment mgmt$28K100.0%

% of EOY assets

0.097%

all-in expense ratio

Categories reported

1 / 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: BKD LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,558

$37,039-33.7%

$147,617-83.4%

$59,188-58.5%

Participation rate

94.8%

63.8%+31.0pp

84.6%+10.2pp

69.4%+25.4pp

Annual return

-0.53%

7.19%-7.7pp

61.98%-62.5pp

5.51%-6.0pp

Employer contribution / active EE

$855

$1,353-36.8%

$5,564-84.6%

$2,098-59.2%

Participant deferral / active EE

$2,407

$2,094+15.0%

$4,895-50.8%

$3,265-26.3%

Admin fee / account holder

$24

$60-60.3%

$11,612-99.8%

$92-74.1%

Provider

Service type

Compensation

HOOKER & HOLCOMBE, INC.1+ years

Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC

Service code 37 · EIN 20-0346540

Loan Processing

$27,553

DAY KIMBALL HOSPITAL DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAY KIMBALL HOSPITAL DEFINED CONTRIBUTION 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