Retirement plan

PRIMECARE OF SOUTHEASTERN OHIO, INC 401(K) PROFIT SHARING PLAN & TRUST

Name: PRIMECARE OF SOUTHEASTERN OHIO, INC - PRIMECARE OF SOUTHEASTERN OHIO, INC 401(K) PROFIT SHARING PLAN & TRUST (2016) Form 5500
Creator: PRIMECARE OF SOUTHEASTERN OHIO, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRIMECARE OF SOUTHEASTERN OHIO, INC 401(K) PROFIT SHARING PLAN & TRUST, PRIMECARE OF SOUTHEASTERN OHIO, INC

PRIMECARE OF SOUTHEASTERN OHIO, INCEIN 31-1413469Plan #001PY 2016

860 BETHESDA DRIVE - ZANESVILLE, OH 43701740-450-8017primecareseo.comLinkedIn51-200 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$13.8M

-2.6% from 2015

Total participants

227

+2.7% from 2015

Average account balance

$61,001

-4.8% from 2015

Annual return

5.62%

+5.76 pp from 2015

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.50M

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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.

130

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.

98.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$674K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21

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
NATIONWIDE2+ years Service code 37 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Loan Processing	$5,897
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DR. · BLACKLICK, OH 43004	Recordkeeping	$3,500
MCINTURF & HARMON COMPANY2+ years Service code 26 963 ADAIR AVE · ZANESVILLE, OH 43701	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T

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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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: HAMILTON,WALTMAN,OBENOUR,MELSHEIMER
Auditor EIN: 203388433
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$61,001

$46,732+30.5%

$156,551-61.0%

$55,167+10.6%

Participation rate

99.1%

65.8%+33.3pp

84.0%+15.1pp

69.0%+30.1pp

Annual return

5.62%

17.72%-12.1pp

32.23%-26.6pp

169.23%-163.6pp

Employer contribution / active EE

$1,109

$2,105-47.3%

$5,501-79.8%

$1,963-43.5%

Participant deferral / active EE

$1,337

$2,204-39.3%

$4,871-72.5%

$3,054-56.2%

Admin fee / account holder

$418-100.0%

$13,028-100.0%

$504-100.0%

Provider

Service type

Compensation

NATIONWIDE2+ years

Service code 37 · EIN 31-4156830

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Loan Processing

$5,897

PENTEGRA SERVICES, INC.2+ years

Filed as: PENTEGRA

Service code 15 · EIN 13-3892096

6830 COMMERCE COURT DR. · BLACKLICK, OH 43004

Recordkeeping

$3,500

MCINTURF & HARMON COMPANY2+ years

Service code 26

963 ADAIR AVE · ZANESVILLE, OH 43701

Advisory (Participants)

PRIMECARE OF SOUTHEASTERN OHIO, INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PRIMECARE OF SOUTHEASTERN OHIO, INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion