Retirement plan

DAY KIMBALL HOSPITAL DEFINED CONTRIBUTION PLAN

Name: DAY KIMBALL HOSPITAL - DAY KIMBALL HOSPITAL DEFINED CONTRIBUTION PLAN (2017) 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 2017

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

Other plans on this EIN

2 filings

#001Retirement-$81.2M assets #003Retirement-$1.2M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$37.6M

+16.8% from 2016

Total participants

1,548

+1.5% from 2016

Average account balance

$33,322

+18.9% from 2016

Annual return

17.93%

+9.43 pp from 2016

Benchmarks

See 1,308 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,308 peers

Snapshot2017

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 3 by compensation

Provider	Service type	Compensation
HOOKER & HOLCOMBE, INC.1 year Filed as: HOOKER & HOLCOMBE RET SERVICES Service code 15 · EIN 20-0346540	Recordkeeping	$142,696
HOOKER & HOLCOMBE, INC.1 year Filed as: HOOKER & HOLCOMBE INV SERVICES Service code 27 · EIN 06-1461865	Advisory (Plan)	$24,345
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260	Accounting	$7,994

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$175K

$170 / participant

Other / not subdivided$175K100.0%

% of EOY assets

0.465%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,322

$44,989-25.9%

$170,435-80.4%

$77,958-57.3%

Participation rate

59.4%

64.6%-5.2pp

83.6%-24.2pp

71.6%-12.3pp

Annual return

17.93%

19.61%-1.7pp

205.94%-188.0pp

20.87%-2.9pp

Employer contribution / active EE

$815

$1,466-44.4%

$5,432-85.0%

$2,310-64.7%

Participant deferral / active EE

$2,350

$2,208+6.4%

$4,939-52.4%

$3,537-33.6%

Admin fee / account holder

$155

$69+124.8%

$13,881-98.9%

$97+59.2%

Provider

Service type

Compensation

HOOKER & HOLCOMBE, INC.1 year

Filed as: HOOKER & HOLCOMBE RET SERVICES

Service code 15 · EIN 20-0346540

Recordkeeping

$142,696

HOOKER & HOLCOMBE, INC.1 year

Filed as: HOOKER & HOLCOMBE INV SERVICES

Service code 27 · EIN 06-1461865

Advisory (Plan)

$24,345

BKD, LLP1 year

Filed as: BKD LLP

Service code 10 · EIN 44-0160260

Accounting

$7,994

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