Retirement plan

HILLSIDE HUDSON 401(K) SAVINGS PLAN

Name: HILLSIDE MANOR REHABILITATION & EXTENDED CARE CENTER - HILLSIDE HUDSON 401(K) SAVINGS PLAN (2021) Form 5500
Creator: HILLSIDE MANOR REHABILITATION & EXTENDED CARE CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HILLSIDE HUDSON 401(K) SAVINGS PLAN, HILLSIDE MANOR REHABILITATION & EXTENDED CARE CENTER

HILLSIDE MANOR REHABILITATION & EXTENDED CARE CENTEREIN 11-6241282Plan #002PY 2021

182-15 HILLSIDE AVENUE - JAMAICA ESTATES, NY 114324853718-291-8200hillsidemanorrehab.comLinkedIn1-10 employeeshospital & health care

Other plans on this EIN

1 filing

#001Retirement-$5.3M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$10.1M

+1.4% from 2020

Total participants

102

-8.9% from 2020

Average account balance

$132,681

+14.8% from 2020

Annual return

17.10%

-3.07 pp from 2020

Benchmarks

See 18,803 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,803 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.15M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

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.

96.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$504K

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

+14.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10818

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

0 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
USI CONSULTING GROUP3 years Service code 12 · EIN 06-1053228	Sub-transfer agency fees; Recordkeepi...	$12,151
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009	Securities Custodian	$4,387

Plan features & details

Pension benefit codes2E2F2G2J3D

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.
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

1 tripped

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

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HMM, CPAS LLP
Auditor EIN: 465416249
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$132,681

$95,415+39.1%

$185,851-28.6%

$85,851+54.5%

Participation rate

67.1%

68.8%-1.7pp

81.7%-14.6pp

69.3%-2.2pp

Annual return

17.10%

23.59%-6.5pp

122.11%-105.0pp

318.63%-301.5pp

Employer contribution / active EE

$3,314-100.0%

$5,168-100.0%

$2,565-100.0%

Participant deferral / active EE

$4,813

$3,424+40.6%

$5,569-13.6%

$3,952+21.8%

Admin fee / account holder

$7,215-100.0%

$16,245-100.0%

$6,261-100.0%

Provider

Service type

Compensation

USI CONSULTING GROUP3 years

Service code 12 · EIN 06-1053228

Sub-transfer agency fees; Recordkeepi...

$12,151

CHARLES SCHWAB & CO., INC.2 years

Filed as: CHARLES SCHWAB TRUST BANK

Service code 19 · EIN 42-1558009

Securities Custodian

$4,387

HILLSIDE HUDSON 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HILLSIDE HUDSON 401(K) SAVINGS PLAN

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