Retirement plan

SOUTHWESTERN PA HUMAN SERVICES, INC. PENSION PLAN

Name: SOUTHWESTERN PA HUMAN SERVICES, INC. - SOUTHWESTERN PA HUMAN SERVICES, INC. PENSION PLAN (2016) Form 5500
Creator: SOUTHWESTERN PA HUMAN SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHWESTERN PA HUMAN SERVICES, INC. PENSION PLAN, SOUTHWESTERN PA HUMAN SERVICES, INC.

SOUTHWESTERN PA HUMAN SERVICES, INC.EIN 25-1492288Plan #001PY 2016

300 CHAMBER PLAZA - CHARLEROI, PA 150221607724-489-9100LinkedIn501-1000 employeeshospital & health care

Other plans on this EIN

1 filing

#002Retirement-$16.2M assets

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$14.9M

+6.3% from 2015

Total participants

545

-0.4% from 2015

Average account balance

$28,090

+6.3% from 2015

Annual return

6.24%

+5.97 pp from 2015

Benchmarks

See 3,733 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,733 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.69M

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

885

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.

99.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.28M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.49%

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

1 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 codes2C2F2G2K

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$392

$1 / participant

Investment mgmt$392100.0%

% of EOY assets

0.003%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ZELENKOFSKE, AXELROD, LLC
Auditor EIN: 233022325
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,090

$36,916-23.9%

$156,551-82.1%

$57,658-51.3%

Participation rate

96.9%

63.4%+33.5pp

84.0%+12.9pp

70.2%+26.7pp

Annual return

6.24%

12.38%-6.1pp

32.23%-26.0pp

5.13%+1.1pp

Employer contribution / active EE

$1,672

$1,571+6.4%

$5,501-69.6%

$1,974-15.3%

Participant deferral / active EE

$1,926-100.0%

$4,871-100.0%

$3,061-100.0%

Admin fee / account holder

$82-99.1%

$13,028-100.0%

$95-99.2%

SOUTHWESTERN PA HUMAN SERVICES, INC. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTHWESTERN PA HUMAN SERVICES, INC. PENSION 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