Retirement plan

TREASURE COAST HOSPICE RETIREMENT PLAN

Name: HEALTH & PALLIATIVE SERVICES OF THE TREASURE COAST, INC. - TREASURE COAST HOSPICE RETIREMENT PLAN (2024) Form 5500
Creator: HEALTH & PALLIATIVE SERVICES OF THE TREASURE COAST, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TREASURE COAST HOSPICE RETIREMENT PLAN, HEALTH & PALLIATIVE SERVICES OF THE TREASURE COAST, INC.

HEALTH & PALLIATIVE SERVICES OF THE TREASURE COAST, INC.EIN 20-1683870Plan #001PY 2024

1201 SE INDIAN STREET - STUART, FL 34997772-403-4500

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$19.1M

+13.6% from 2023

Total participants

849

+1.0% from 2023

Average account balance

$23,515

+15.7% from 2023

Annual return

20.59%

+10.17 pp from 2023

Benchmarks

See 4,117 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,117 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.14M

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

814

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.

91.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+20.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$78

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
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$52,864
ONEDIGITAL INVESTMENT ADVISORS LLC2 years Service code 27 PO BOX 735399 · DALLAS, TX 753735399	Advisory (Plan)	$18,000

Plan features & details

Pension benefit codes2L2F2G2J2M2S2T3D

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$63K

$148 / participant

Recordkeeping$45K71.3%
Investment mgmt$18K28.5%
Other trustee fees$1350.2%

% of EOY assets

0.330%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FORVIS MAZARS, LLP
Auditor EIN: 440160260
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,515

$50,919-53.8%

$155,556-84.9%

$77,762-69.8%

Participation rate

91.8%

63.1%+28.7pp

78.2%+13.6pp

70.6%+21.2pp

Annual return

20.59%

34.84%-14.2pp

64.84%-44.2pp

31.27%-10.7pp

Employer contribution / active EE

$1,277

$1,991-35.9%

$4,675-72.7%

$2,728-53.2%

Participant deferral / active EE

$3,485

$2,824+23.4%

$5,631-38.1%

$4,651-25.1%

Admin fee / account holder

$78

$437-82.2%

$15,885-99.5%

$433-82.1%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$52,864

ONEDIGITAL INVESTMENT ADVISORS LLC2 years

Service code 27

PO BOX 735399 · DALLAS, TX 753735399

Advisory (Plan)

$18,000

TREASURE COAST HOSPICE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TREASURE COAST HOSPICE RETIREMENT 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