Retirement plan

TREASURE COAST HOSPICE RETIREMENT PLAN

Name: HEALTH & PALLIATIVE SERVICES - TREASURE COAST HOSPICE RETIREMENT PLAN (2023) Form 5500
Creator: HEALTH & PALLIATIVE SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TREASURE COAST HOSPICE RETIREMENT PLAN, HEALTH & PALLIATIVE SERVICES

HEALTH & PALLIATIVE SERVICESEIN 20-1683870Plan #001PY 2023

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

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$16.8M

+12.1% from 2022

Total participants

841

+9.8% from 2022

Average account balance

$20,321

-1.1% from 2022

Annual return

10.42%

+24.13 pp from 2022

Benchmarks

See 4,038 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,038 peers

Snapshot2023

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 3 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$71,683
ONEDIGITAL INVESTMENT ADVISORS LLC1 year Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210	Advisory (Plan)	$13,500
RESOURCES INVESTMENT ADVISORS LLC3 years Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524	Advisory (Plan)	$4,500

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$76K

$199 / participant

Investment mgmt$23K30.3%
Contract admin$53K69.7%
Other / not subdivided$280.0%

% of EOY assets

0.449%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MSL, PA
Auditor EIN: 593070669
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,321

$47,163-56.9%

$149,696-86.4%

$74,460-72.7%

Participation rate

96.9%

63.4%+33.4pp

78.8%+18.1pp

70.7%+26.1pp

Annual return

10.42%

22.75%-12.3pp

134.46%-124.0pp

34.38%-24.0pp

Employer contribution / active EE

$1,234

$1,907-35.3%

$4,821-74.4%

$2,638-53.2%

Participant deferral / active EE

$3,481

$2,730+27.5%

$5,682-38.7%

$4,530-23.1%

Admin fee / account holder

$91

$343-73.4%

$13,212-99.3%

$348-73.7%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$71,683

ONEDIGITAL INVESTMENT ADVISORS LLC1 year

Service code 27

11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210

Advisory (Plan)

$13,500

RESOURCES INVESTMENT ADVISORS LLC3 years

Filed as: RESOURCES INVESTMENT ADVISORS, INC.

Service code 27 · EIN 43-1451524

Advisory (Plan)

$4,500

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