Retirement plan

TRIHEALTH, INC. DESIGNATED GROUPS 401(K) RETIREMENT SAVINGS PLAN

Name: TRIHEALTH, INC. - TRIHEALTH, INC. DESIGNATED GROUPS 401(K) RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: TRIHEALTH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRIHEALTH, INC. DESIGNATED GROUPS 401(K) RETIREMENT SAVINGS PLAN, TRIHEALTH, INC.

TRIHEALTH, INC.EIN 31-1438846Plan #002PY 2015

619 OAK STREET - CINCINNATI, OH 45206513-569-6262trihealth.comLinkedIn10001+ employeeshospital & health care

Other plans on this EIN

2 filings

#004Retirement-$257.2M assets #001Retirement-$142.1M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$43.9M

-16.0% from 2016

Total participants

2,276

+39.8% from 2016

Average account balance

$35,229

+4.3% from 2016

Annual return

1.64%

-13.32 pp from 2016

Benchmarks

See 1,197 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,197 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.95M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-101.30%

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

0 years with F_SCH_H allocation on file

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

Service providers

Top 5 by compensation

Provider	Service type	Compensation
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873	Recordkeeping Fees	$76,705
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036	Other Commissions	$30,634
NEPC, LLC1+ years Filed as: NEPC LLC Service code 16 BOX 4110 · WOBURN, MA 018834110	Consulting	$3,347
ADAMS ADDRESSING ASSOCIATES1+ years Service code 27 39 FARINELLA DR · EAST HANOVER, NJ 07936	Advisory (Plan)	$810
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154	Securities brokerage	$90

Plan features & details

Pension benefit codes2E2F2G2J2K2M2T3H

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$81K

$41 / participant

Other / not subdivided$81K100.0%

% of EOY assets

0.185%

all-in expense ratio

Categories reported

0 / 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: E & Y
Auditor EIN: 346565596
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,229

$37,039-4.9%

$147,618-76.1%

$59,188-40.5%

Participation rate

47.3%

63.8%-16.5pp

84.6%-37.4pp

69.4%-22.2pp

Annual return

1.64%

7.19%-5.5pp

61.98%-60.3pp

5.51%-3.9pp

Employer contribution / active EE

$1,370

$1,353+1.3%

$5,564-75.4%

$2,098-34.7%

Participant deferral / active EE

$1,457

$2,094-30.4%

$4,895-70.2%

$3,265-55.4%

Admin fee / account holder

$65

$60+8.0%

$11,612-99.4%

$92-29.5%

Provider

Service type

Compensation

METLIFE LIFE INSURANCE COMPANY1+ years

Filed as: METROPOLITAN LIFE INSURANCE COMPANY

Service code 64

300 DAVIDSON AVENUE · SOMERSET, NJ 08873

Recordkeeping Fees

$76,705

METLIFE LIFE INSURANCE COMPANY1+ years

Filed as: METLIFE SECURITIES INC.

Service code 55

1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036

Other Commissions

$30,634

NEPC, LLC1+ years

Filed as: NEPC LLC

Service code 16

BOX 4110 · WOBURN, MA 018834110

Consulting

$3,347

ADAMS ADDRESSING ASSOCIATES1+ years

Service code 27

39 FARINELLA DR · EAST HANOVER, NJ 07936

Advisory (Plan)

$810

TD AMERITRADE, INC.1+ years

Service code 33

200 S. 108TH AVENUE · OMAHA, NE 68154

Securities brokerage

$90

TRIHEALTH, INC. DESIGNATED GROUPS 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRIHEALTH, INC. DESIGNATED GROUPS 401(K) 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