Retirement plan

HUNTINGTON HEALTHCARE 401(K) PROFIT SHARING PLAN

Name: ECLAT MEDICAL, INC DBA., HUNTINGTON HEALTHCARE - HUNTINGTON HEALTHCARE 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: ECLAT MEDICAL, INC DBA., HUNTINGTON HEALTHCARE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUNTINGTON HEALTHCARE 401(K) PROFIT SHARING PLAN, ECLAT MEDICAL, INC DBA., HUNTINGTON HEALTHCARE

ECLAT MEDICAL, INC DBA., HUNTINGTON HEALTHCAREEIN 20-8983505Plan #001PY 2018

50 BELLEFONTAINE ST. #203 - PASADENA, CA 91105626-535-0900

Other plans on this EIN

1 filing

#002Retirement-$349K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$408K

+14.9% from 2017

Total participants

+25.0% from 2017

Average account balance

$81,607

-8.1% from 2017

Annual return

-8.57%

-31.76 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.25M

Not enough data

1 years with asset history on file

Average account balance

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

$311K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+16.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$60

$12 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.015%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$81,607

$180,466-54.8%

$154,114-47.0%

$135,382-39.7%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-8.57%

888.15%-896.7pp

735.16%-743.7pp

519.77%-528.3pp

Employer contribution / active EE

$9,280

$6,035+53.8%

$5,298+75.2%

$4,779+94.2%

Participant deferral / active EE

$7,400

$5,806+27.4%

$5,081+45.7%

$5,609+31.9%

Admin fee / account holder

$12

$16,144-99.9%

$13,411-99.9%

$10,829-99.9%

HUNTINGTON HEALTHCARE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUNTINGTON HEALTHCARE 401(K) PROFIT SHARING 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