Retirement plan

SUSQUEHANNA COMMUNITY HEALTH & DENTAL CENTER 403(B) PLAN

Name: SUSQUEHANNA COMMUNITY HEALTH AND DENTAL CLINIC, INC. - SUSQUEHANNA COMMUNITY HEALTH & DENTAL CENTER 403(B) PLAN (2022) Form 5500
Creator: SUSQUEHANNA COMMUNITY HEALTH AND DENTAL CLINIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUSQUEHANNA COMMUNITY HEALTH & DENTAL CENTER 403(B) PLAN, SUSQUEHANNA COMMUNITY HEALTH AND DENTAL CLINIC, INC.

SUSQUEHANNA COMMUNITY HEALTH AND DENTAL CLINIC, INC.EIN 20-8979596Plan #001PY 2022

471 HEPBURN STREET - WILLIAMSPORT, PA 17701570-567-5412rivervalleyhealthpa.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$2.5M

-0.3% from 2021

Total participants

134

+3.9% from 2021

Average account balance

$33,030

-3.0% from 2021

Annual return

-14.19%

-37.54 pp from 2021

Benchmarks

See 5,345 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,345 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.75M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

47.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$403K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+9.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6106

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
CITIZENS & NORTHERN BANK1 year Filed as: CITIZENS & NORTHERN BANK C/O WEALTH Service code 26 · EIN 24-0756925 90-92 MAIN STREET · WELLSBORO, PA 16901	Advisory (Participants)	$12,703

Plan features & details

Pension benefit codes2F2G2K2M2T3D

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.
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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$13K

$112 / participant

Investment mgmt$13K100.0%

% of EOY assets

0.513%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MCKONLY & ASBURY
Auditor EIN: 231909723
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,030

$65,125-49.3%

$143,797-77.0%

$66,949-50.7%

Participation rate

47.8%

65.2%-17.4pp

80.3%-32.5pp

69.8%-22.0pp

Annual return

-14.19%

-11.13%-3.1pp

-0.04%-14.1pp

1.57%-15.8pp

Employer contribution / active EE

$1,130

$2,362-52.2%

$4,952-77.2%

$2,545-55.6%

Participant deferral / active EE

$2,250

$2,920-22.9%

$5,638-60.1%

$4,239-46.9%

Admin fee / account holder

$169

$503-66.3%

$14,679-98.8%

$594-71.5%

Provider

Service type

Compensation

CITIZENS & NORTHERN BANK1 year

Filed as: CITIZENS & NORTHERN BANK C/O WEALTH

Service code 26 · EIN 24-0756925

90-92 MAIN STREET · WELLSBORO, PA 16901

Advisory (Participants)

$12,703

SUSQUEHANNA COMMUNITY HEALTH & DENTAL CENTER 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUSQUEHANNA COMMUNITY HEALTH & DENTAL CENTER 403(B) 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