Retirement plan

EMPLOYEE STOCK OWNERSHIP PLAN OF SELECT HEALTHCARE, INC.

Name: SELECT HEALTH CARE, INC. - EMPLOYEE STOCK OWNERSHIP PLAN OF SELECT HEALTHCARE, INC. (2016) Form 5500
Creator: SELECT HEALTH CARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE STOCK OWNERSHIP PLAN OF SELECT HEALTHCARE, INC., SELECT HEALTH CARE, INC.

SELECT HEALTH CARE, INC.EIN 32-0116782Plan #002PY 2016

315 WEST 10TH ST., SUITE 120 - ROME, GA 30165706-378-0940

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$2.2M

-35.6% from 2015

Total participants

552

+6.4% from 2015

Average account balance

$4,089

-48.1% from 2015

Annual return

-62.86%

-95.81 pp from 2015

Benchmarks

See 3,733 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,733 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$2K

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.

529

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.

94.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$22K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$62

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

-26.49%

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

1 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2P2Q3I

Plan features

2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return 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.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MOORE STEPHENS LOVELACE, P.A.
Auditor EIN: 593070669
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$4,089

$36,916-88.9%

$156,551-97.4%

$57,658-92.9%

Participation rate

96.3%

63.4%+32.9pp

84.0%+12.3pp

70.2%+26.1pp

Annual return

-62.86%

12.38%-75.2pp

32.23%-95.1pp

5.13%-68.0pp

Employer contribution / active EE

$2,585

$1,571+64.6%

$5,501-53.0%

$1,974+31.0%

Participant deferral / active EE

$1,926-100.0%

$4,871-100.0%

$3,061-100.0%

Admin fee / account holder

$82-100.0%

$13,028-100.0%

$95-100.0%

EMPLOYEE STOCK OWNERSHIP PLAN OF SELECT HEALTHCARE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EMPLOYEE STOCK OWNERSHIP PLAN OF SELECT HEALTHCARE, INC.

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