Retirement plan

SIGNATURE HEALTHCARE RETIREMENT SAVINGS PLAN

Name: SIGNATURE HEALTHCARE BROCKTON HOSPITAL - SIGNATURE HEALTHCARE RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: SIGNATURE HEALTHCARE BROCKTON HOSPITAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIGNATURE HEALTHCARE RETIREMENT SAVINGS PLAN, SIGNATURE HEALTHCARE BROCKTON HOSPITAL

SIGNATURE HEALTHCARE BROCKTON HOSPITALEIN 22-2472997Plan #002PY 2017

680 CENTRE STREET - BROCKTON, MA 02302508-941-7417

Other plans on this EIN

2 filings

#003Retirement-$57.8M assets #001Retirement-$26.3M assets

Prospect flagsLow participation

Top hat statement on fileNQDC

Filed October 27, 2003

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$136.1M

+19.3% from 2016

Total participants

3,051

+1.3% from 2016

Average account balance

$62,012

+15.2% from 2016

Annual return

14.58%

+7.00 pp from 2016

Benchmarks

See 1,308 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,308 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$264.38M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

3,481

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.

80.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$19.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+17.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$54

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Filed as: FIDELITY INVSTMS INSTL OPPS CO,INC. Service code 64 · EIN 04-2647786	Recordkeeping Fees	$5,684
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070	Contract Administrator	$3,181
MUTUAL OF AMERICA INVESTMENT CORP3+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 13 320 PARK AVENUE · NEW YORK, NY 10022	Contract Administrator	$472

Plan features & details

Pension benefit codes2F2G2L2M2T2A2R3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$9K

$4 / participant

Contract admin$4K39.1%
Other / not subdivided$6K60.9%

% of EOY assets

0.007%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BDO USA LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$62,012

$44,989+37.8%

$170,442-63.6%

$77,958-20.5%

Participation rate

66.5%

64.6%+1.9pp

83.6%-17.0pp

71.6%-5.1pp

Annual return

14.58%

19.61%-5.0pp

205.93%-191.3pp

20.87%-6.3pp

Employer contribution / active EE

$1,281

$1,466-12.7%

$5,433-76.4%

$2,310-44.6%

Participant deferral / active EE

$3,750

$2,208+69.9%

$4,939-24.1%

$3,537+6.0%

Admin fee / account holder

$69-93.8%

$13,880-100.0%

$97-95.6%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Filed as: FIDELITY INVSTMS INSTL OPPS CO,INC.

Service code 64 · EIN 04-2647786

Recordkeeping Fees

$5,684

LINCOLN NATIONAL CORPORATION3+ years

Service code 13 · EIN 35-1140070

Contract Administrator

$3,181

MUTUAL OF AMERICA INVESTMENT CORP3+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 13

320 PARK AVENUE · NEW YORK, NY 10022

Contract Administrator

$472

SIGNATURE HEALTHCARE RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIGNATURE HEALTHCARE RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

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