Retirement plan

HCSC-BLOOD CENTER, INC. TAX DEFERRED ANNUITY PLAN

Name: HCSC-BLOOD CENTER, INC. - HCSC-BLOOD CENTER, INC. TAX DEFERRED ANNUITY PLAN (2020) Form 5500
Creator: HCSC-BLOOD CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HCSC-BLOOD CENTER, INC. TAX DEFERRED ANNUITY PLAN, HCSC-BLOOD CENTER, INC.

HCSC-BLOOD CENTER, INC.EIN 23-1731796Plan #003PY 2020

2171 28TH STREET SW - ALLENTOWN, PA 18103610-791-2222LinkedIn51-200 employeeshospital & health care

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$7.8M

+6.7% from 2019

Total participants

279

0.0% from 2019

Average account balance

$29,970

+7.2% from 2019

Annual return

3.57%

-1.92 pp from 2019

Benchmarks

See 5,416 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,416 peers

Snapshot2020

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$9.22M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

275

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.

94.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.06M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$109

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 10 of 14 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY1 year Filed as: MORGAN STANLEY & CO. LLC Service code 27 · EIN 20-8764829	Advisory (Plan)	$13,606
MASSACHUSETTS MUTUAL LIFE INS. CO.4 years Service code 49 · EIN 04-1590850	Other Services	$5,738
AB FUNDS1 year Service code 52 · EIN 13-2625045	Indirect Investment Fees	$0
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043	Indirect Investment Fees	$0
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
CALVERT1 year Service code 52 · EIN 52-1233223	Indirect Investment Fees	$0
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989	Indirect Investment Fees	$0
INVESCO3 years Service code 52 · EIN 13-3867060	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149	Indirect Investment Fees	$0
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD Service code 52 · EIN 20-0169148	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2M2L2F2G3F3H2S2T

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.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$6K

$24 / participant

Contract admin$6K100.0%

% of EOY assets

0.074%

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: CONCANNON MILLER & CO, P.C.
Auditor EIN: 232620120
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,970

$58,879-49.1%

$178,490-83.2%

$73,488-59.2%

Participation rate

92.0%

66.2%+25.8pp

81.9%+10.1pp

70.7%+21.3pp

Annual return

3.57%

24.86%-21.3pp

151.07%-147.5pp

28.51%-24.9pp

Employer contribution / active EE

$1,348

$2,236-39.7%

$5,011-73.1%

$2,270-40.6%

Participant deferral / active EE

$1,378

$2,567-46.3%

$5,202-73.5%

$3,740-63.1%

Admin fee / account holder

$22

$400-94.5%

$13,984-99.8%

$513-95.7%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGAN STANLEY & CO. LLC

Service code 27 · EIN 20-8764829

Advisory (Plan)

$13,606

MASSACHUSETTS MUTUAL LIFE INS. CO.4 years

Service code 49 · EIN 04-1590850

Other Services

$5,738

AB FUNDS1 year

Service code 52 · EIN 13-2625045

Indirect Investment Fees

AMERICAN CENTURY3 years

Service code 52 · EIN 43-1646043

Indirect Investment Fees

AMERICAN FUNDS3 years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

CALVERT1 year

Service code 52 · EIN 52-1233223

Indirect Investment Fees

GOLDMAN SACHS3 years

Service code 52 · EIN 13-4166989

Indirect Investment Fees

INVESCO3 years

Service code 52 · EIN 13-3867060

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY3 years

Filed as: JP MORGAN

Service code 52 · EIN 33-1043149

Indirect Investment Fees

LAZARD ASSET MANAGEMENT3 years

Filed as: LAZARD

Service code 52 · EIN 20-0169148

Indirect Investment Fees

HCSC-BLOOD CENTER, INC. TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HCSC-BLOOD CENTER, INC. TAX DEFERRED ANNUITY 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