Retirement plan

HILLEBRAND NURSING REHABILITATION CENTER 401K PLAN

Name: HILLEBRAND NURSING REHABILITATION CENTER - HILLEBRAND NURSING REHABILITATION CENTER 401K PLAN (2020) Form 5500
Creator: HILLEBRAND NURSING REHABILITATION CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HILLEBRAND NURSING REHABILITATION CENTER 401K PLAN, HILLEBRAND NURSING REHABILITATION CENTER

HILLEBRAND NURSING REHABILITATION CENTEREIN 31-0726947Plan #001PY 2020

4320 BRIDGETOWN ROAD - CINCINNATI, OH 452114428513-574-4550

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$1.9M

+1.9% from 2019

Total participants

+5.7% from 2019

Average account balance

$47,396

+9.6% from 2019

Annual return

12.11%

-7.63 pp from 2019

Benchmarks

See 18,633 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,633 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.56M

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

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.

47.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$98K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+11.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5903

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

0 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
PENSION CORPORATION OF AMERICA6+ years Service code 13 · EIN 31-1360674	Contract Administrator	$7,848

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$34 / participant

Contract admin$3K100.0%

% of EOY assets

0.159%

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: KELLEY GALLOWAY SMITH GOOLSBY, PSC
Auditor EIN: 611129886
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,396

$91,179-48.0%

$178,499-73.4%

$79,852-40.6%

Participation rate

39.8%

69.2%-29.4pp

81.9%-42.2pp

69.6%-29.9pp

Annual return

12.11%

24.19%-12.1pp

151.10%-139.0pp

31.72%-19.6pp

Employer contribution / active EE

$3,256-100.0%

$5,011-100.0%

$2,471-100.0%

Participant deferral / active EE

$776

$3,236-76.0%

$5,202-85.1%

$3,740-79.3%

Admin fee / account holder

$75

$6,749-98.9%

$13,986-99.5%

$5,306-98.6%

Provider

Service type

Compensation

PENSION CORPORATION OF AMERICA6+ years

Service code 13 · EIN 31-1360674

Contract Administrator

$7,848

HILLEBRAND NURSING REHABILITATION CENTER 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HILLEBRAND NURSING REHABILITATION CENTER 401K 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