Retirement plan

COMANCHE COUNTY MEDICAL CENTER EMPLOYEES RETIREMENT PLAN

Name: COMANCHE COUNTY MEDICAL CENTER - COMANCHE COUNTY MEDICAL CENTER EMPLOYEES RETIREMENT PLAN (2024) Form 5500
Creator: COMANCHE COUNTY MEDICAL CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMANCHE COUNTY MEDICAL CENTER EMPLOYEES RETIREMENT PLAN, COMANCHE COUNTY MEDICAL CENTER

COMANCHE COUNTY MEDICAL CENTEREIN 27-3993262Plan #001PY 2024

10201 HIGHWAY 16 NORTH - COMANCHE, TX 76442254-879-4900

Other plans on this EIN

1 filing

#002Retirement-$4.3M assets

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$4.8M

+21.8% from 2023

Total participants

372

-16.6% from 2023

Average account balance

$14,056

+12.6% from 2023

Annual return

16.34%

+2.30 pp from 2023

Benchmarks

See 4,117 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,117 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.84M

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

344

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.

91.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$556K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+16.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$97

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 1 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$4,329

Plan features & details

Pension benefit codes2E2G2K2S2T3D2F

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).
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.
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.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$33K

$107 / participant

Contract admin$33K100.0%

% of EOY assets

0.692%

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: FORVIS MAZARS, LLP
Auditor EIN: 440160260
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$14,056

$50,919-72.4%

$155,556-91.0%

$77,762-81.9%

Participation rate

91.1%

63.1%+28.0pp

78.2%+12.9pp

70.6%+20.5pp

Annual return

16.34%

34.84%-18.5pp

64.84%-48.5pp

31.27%-14.9pp

Employer contribution / active EE

$1,769

$1,991-11.2%

$4,675-62.2%

$2,728-35.1%

Participant deferral / active EE

$2,824-100.0%

$5,631-100.0%

$4,651-100.0%

Admin fee / account holder

$97

$437-77.7%

$15,885-99.4%

$433-77.5%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INS CO OF AMERICA

Service code 64

8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$4,329

COMANCHE COUNTY MEDICAL CENTER EMPLOYEES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMANCHE COUNTY MEDICAL CENTER EMPLOYEES RETIREMENT 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