Retirement plan

CAPE COD HEALTHCARE 403(B) PARTNERSHIP PLAN

Name: CAPE COD HEALTHCARE - CAPE COD HEALTHCARE 403(B) PARTNERSHIP PLAN (2018) Form 5500
Creator: CAPE COD HEALTHCARE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPE COD HEALTHCARE 403(B) PARTNERSHIP PLAN, CAPE COD HEALTHCARE

CAPE COD HEALTHCAREEIN 22-2600704Plan #003PY 2018

27 PARK STREET - HYANNIS, MA 026015230508-862-5398capecodhealth.orgLinkedIn5001-10000 employeeshospital & health care

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed September 29, 2005 (most recent of 6 filings on file)

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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Total assets (EOY)

$588.9M

-1.0% from 2017

Total participants

6,511

+1.8% from 2017

Average account balance

$101,508

-4.2% from 2017

Annual return

-2.23%

-18.20 pp from 2017

Benchmarks

See 232 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants5,000-9,999

Cohort232 peers

Snapshot2018

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.01B

Not enough data

1 years with asset history on file

Average account balance

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

$163K

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.

6,211

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.

88.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55.63M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$59

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070	Contract Administrator	$527,772
FIDUCIARY INVESTMENT ADVISORS4+ years Service code 27 · EIN 20-4751585	Advisory (Plan)	$58,698
CARON & BLETZER, PLLC4+ years Filed as: CARON & BLETZER, PLCC Service code 10 · EIN 04-3499945	Accounting	$13,760
DKC RETIREMENT ASSOCIATES4+ years Filed as: DKC RETIREMENT ASSOC. LLC Service code 17 · EIN 06-1466133	Pension Consulting	$6,000

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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$435K

$85 / participant

Investment mgmt$59K13.5%
Contract admin$353K81.2%
Other / not subdivided$23K5.3%

% of EOY assets

0.074%

all-in expense ratio

Categories reported

2 / 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: CARON & BLETZER
Auditor EIN: 043499945
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$101,508

$44,007+130.7%

$154,107-34.1%

$68,904+47.3%

Participation rate

86.2%

70.0%+16.2pp

83.0%+3.2pp

74.1%+12.1pp

Annual return

-2.23%

8.15%-10.4pp

735.12%-737.3pp

1.07%-3.3pp

Employer contribution / active EE

$2,315

$1,732+33.7%

$5,298-56.3%

$2,540-8.9%

Participant deferral / active EE

$5,702

$2,813+102.7%

$5,081+12.2%

$4,015+42.0%

Admin fee / account holder

$75

$65+15.8%

$13,411-99.4%

$71+5.2%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION4+ years

Service code 13 · EIN 35-1140070

Contract Administrator

$527,772

FIDUCIARY INVESTMENT ADVISORS4+ years

Service code 27 · EIN 20-4751585

Advisory (Plan)

$58,698

CARON & BLETZER, PLLC4+ years

Filed as: CARON & BLETZER, PLCC

Service code 10 · EIN 04-3499945

Accounting

$13,760

DKC RETIREMENT ASSOCIATES4+ years

Filed as: DKC RETIREMENT ASSOC. LLC

Service code 17 · EIN 06-1466133

Pension Consulting

$6,000

CAPE COD HEALTHCARE 403(B) PARTNERSHIP PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPE COD HEALTHCARE 403(B) PARTNERSHIP 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