Retirement plan

CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN

Name: CITY OF HOPE MEDICAL GROUP, INC. - CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN (2016) Form 5500
Creator: CITY OF HOPE MEDICAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN, CITY OF HOPE MEDICAL GROUP, INC.

CITY OF HOPE MEDICAL GROUP, INC.EIN 27-2294296Plan #001PY 2016

1500 EAST DUARTE ROAD - DUARTE, CA 91010626-775-3200

Prospect flagsHigh assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$107M

-21.2% from 2016

Total participants

324

-14.5% from 2016

Average account balance

$348,614

-12.7% from 2016

Annual return

13.50%

-9.18 pp from 2016

Benchmarks

See 3,732 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,732 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$387.20M

Not enough data

1 years with asset history on file

Average account balance

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

$545K

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.

710

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.

96.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33.43M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$53K

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

+17.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$373

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

Top 3 by compensation

Provider	Service type	Compensation
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 28 · EIN 33-0818667	Investment Management	$70,018
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782	Securities brokerage; Shareholder ser...	$871
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2H2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing 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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$75K

$253 / participant

Investment mgmt$70K93.8%
Other / not subdivided$5K6.2%

% of EOY assets

0.070%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MILLER, KAPLAN, ARASE & CO., LLP
Auditor EIN: 952036255
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$348,614

$36,926+844.1%

$156,551+122.7%

$57,661+504.6%

Participation rate

94.2%

63.4%+30.8pp

84.0%+10.2pp

70.2%+24.0pp

Annual return

13.50%

12.38%+1.1pp

32.23%-18.7pp

5.13%+8.4pp

Employer contribution / active EE

$41,286

$1,571+2528.3%

$5,501+650.5%

$1,974+1991.7%

Participant deferral / active EE

$3,032

$1,926+57.5%

$4,871-37.7%

$3,061-0.9%

Admin fee / account holder

$243

$83+194.6%

$13,028-98.1%

$95+157.2%

Provider

Service type

Compensation

SAGEVIEW ADVISORY GROUP, LLC2+ years

Filed as: SAGEVIEW ADVISORY GROUP LLC

Service code 28 · EIN 33-0818667

Investment Management

$70,018

CHARLES SCHWAB & CO., INC.2+ years

Service code 33 · EIN 94-1737782

Securities brokerage; Shareholder ser...

$871

CHARLES SCHWAB & CO., INC.2+ years

Filed as: CHARLES SCHWAB & CO INC AND AFFIL

Service code 59

Shareholder Servicing

CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS 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