Retirement plan

401K PROFIT SHARING PLAN OF THE SILVER HILL HOSPITAL, INC.

Name: THE SILVER HILL HOSPITAL - 401K PROFIT SHARING PLAN OF THE SILVER HILL HOSPITAL, INC. (2016) Form 5500
Creator: THE SILVER HILL HOSPITAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401K PROFIT SHARING PLAN OF THE SILVER HILL HOSPITAL, INC., THE SILVER HILL HOSPITAL

THE SILVER HILL HOSPITALEIN 06-0655139Plan #003PY 2016

208 VALLEY RD - NEW CANAAN, CT 06840203-801-2294silverhillhospital.orgLinkedIn201-500 employeesmental health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$20.2M

+12.1% from 2015

Total participants

567

+8.0% from 2015

Average account balance

$39,191

+14.3% from 2015

Annual return

8.16%

+6.67 pp from 2015

Benchmarks

See 3,733 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,733 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$24.76M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

551

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

$2.81M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+9.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$180

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
MUTUAL OF AMERICA INVESTMENT CORP2+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Account maintenance fees; Claims proc...	$5,925

Plan features & details

Pension benefit codes2E2G2J2F

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.

Opportunity flags

0 tripped

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

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: HELD, KRANZLER, MCCOSKER & PULICE
Auditor EIN: 134008185
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$39,191

$36,916+6.2%

$156,551-75.0%

$57,658-32.0%

Participation rate

85.8%

63.4%+22.4pp

84.0%+1.8pp

70.2%+15.6pp

Annual return

8.16%

12.38%-4.2pp

32.23%-24.1pp

5.13%+3.0pp

Employer contribution / active EE

$2,080

$1,571+32.5%

$5,501-62.2%

$1,974+5.4%

Participant deferral / active EE

$3,184

$1,926+65.4%

$4,871-34.6%

$3,061+4.0%

Admin fee / account holder

$82-100.0%

$13,028-100.0%

$95-100.0%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Account maintenance fees; Claims proc...

$5,925

401K PROFIT SHARING PLAN OF THE SILVER HILL HOSPITAL, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

401K PROFIT SHARING PLAN OF THE SILVER HILL HOSPITAL, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion