Retirement plan

COLLEGE HEALTH ENTERPRISES 401(K) SAVINGS PLAN

Name: COLLEGE HOSPITAL GROUP, INC. - COLLEGE HEALTH ENTERPRISES 401(K) SAVINGS PLAN (2019) Form 5500
Creator: COLLEGE HOSPITAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLLEGE HEALTH ENTERPRISES 401(K) SAVINGS PLAN, COLLEGE HOSPITAL GROUP, INC.

COLLEGE HOSPITAL GROUP, INC.EIN 20-1514870Plan #002PY 2019

11627 TELEGRAPH ROAD SUITE 200 - SANTA FE SPRINGS, CA 906706814562-923-9449collegehospitals.comLinkedIn51-200 employeeshigher education

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$58.2M

+23.8% from 2018

Total participants

2,059

-9.9% from 2018

Average account balance

$41,171

+16.1% from 2018

Annual return

18.97%

+23.69 pp from 2018

Benchmarks

See 1,326 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,326 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$97.43M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

1,794

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.

38.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.60M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$50

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
MORNINGSTAR1 year Service code 27	Advisory (Plan)	$3,346
VOYA RETIREMENT INSURANCE & ANNUITY4+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708	Advisory (Participants)	$3,013

Plan features & details

Pension benefit codes2E2J2K2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$49K

$25 / participant

Investment mgmt$29K59.5%
Other / not subdivided$20K40.5%

% of EOY assets

0.085%

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: FOSTER & LAWRENCE ACCOUNTANCY CORP
Auditor EIN: 412100638
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,171

$47,456-13.2%

$172,753-76.2%

$77,775-47.1%

Participation rate

67.2%

66.3%+0.9pp

82.6%-15.5pp

73.2%-6.0pp

Annual return

18.97%

35.57%-16.6pp

803.00%-784.0pp

32.58%-13.6pp

Employer contribution / active EE

$605

$1,574-61.6%

$5,144-88.2%

$2,504-75.9%

Participant deferral / active EE

$2,519

$2,560-1.6%

$5,198-51.5%

$3,966-36.5%

Admin fee / account holder

$35

$81-56.7%

$13,956-99.7%

$100-65.0%

Provider

Service type

Compensation

MORNINGSTAR1 year

Service code 27

Advisory (Plan)

$3,346

VOYA RETIREMENT INSURANCE & ANNUITY4+ years

Filed as: VOYA RETIREMENT INSURANCE AND ANNUI

Service code 26 · EIN 71-0294708

Advisory (Participants)

$3,013

COLLEGE HEALTH ENTERPRISES 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLLEGE HEALTH ENTERPRISES 401(K) SAVINGS 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