Retirement plan

KENNEDY HEALTH SYSTEM TAX-SAVER RETIREMENT PLAN

Name: KENNEDY HEALTH SYSTEM - KENNEDY HEALTH SYSTEM TAX-SAVER RETIREMENT PLAN (2017) Form 5500
Creator: KENNEDY HEALTH SYSTEM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KENNEDY HEALTH SYSTEM TAX-SAVER RETIREMENT PLAN, KENNEDY HEALTH SYSTEM

KENNEDY HEALTH SYSTEMEIN 22-2442036Plan #001PY 2017

P.O. BOX 5085 - CHERRY HILL, NJ 08034856-661-5186

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$1.1M

+29.2% from 2016

Total participants

-28.0% from 2016

Average account balance

$15,461

-15.8% from 2016

Annual return

17.95%

+13.10 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$932K

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

4500.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13179

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 codes2E2J3H

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.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$15K

$207 / participant

Other / not subdivided$15K100.0%

% of EOY assets

1.397%

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

$15,461

$84,236-81.6%

$170,435-90.9%

$70,126-78.0%

Participation rate

95.8%

70.8%+25.0pp

83.6%+12.2pp

69.5%+26.3pp

Annual return

17.95%

23.06%-5.1pp

205.94%-188.0pp

73.15%-55.2pp

Employer contribution / active EE

$316

$3,387-90.7%

$5,432-94.2%

$2,343-86.5%

Participant deferral / active EE

$1,004

$3,086-67.5%

$4,939-79.7%

$3,332-69.9%

Admin fee / account holder

$216

$5,698-96.2%

$13,881-98.4%

$4,645-95.4%

KENNEDY HEALTH SYSTEM TAX-SAVER RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KENNEDY HEALTH SYSTEM TAX-SAVER 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