Retirement plan

EMPLOYEE STOCK OWNERSHIP PLAN OF SELECT HEALTHCARE, INC.

Name: SELECT HEALTH CARE, INC. - EMPLOYEE STOCK OWNERSHIP PLAN OF SELECT HEALTHCARE, INC. (2019) 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 2019

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

Other plans on this EIN

1 filing

#001Retirement-$2.6M assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$1.6M

+67.7% from 2018

Total participants

525

-14.9% from 2018

Average account balance

$3,634

+118.8% from 2018

Annual return

66.68%

+162.08 pp from 2018

Benchmarks

See 3,878 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,878 peers

Snapshot2019

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

1 tripped

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

$573

$1 / participant

Other / not subdivided$573100.0%

% of EOY assets

0.035%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$3,634

$62,928-94.2%

$172,753-97.9%

$67,582-94.6%

Participation rate

79.9%

64.5%+15.4pp

82.6%-2.7pp

71.3%+8.6pp

Annual return

66.68%

30.36%+36.3pp

803.00%-736.3pp

378.57%-311.9pp

Employer contribution / active EE

$283

$1,636-82.7%

$5,144-94.5%

$2,148-86.8%

Participant deferral / active EE

$2,145-100.0%

$5,198-100.0%

$3,539-100.0%

Admin fee / account holder

$167-99.2%

$13,956-100.0%

$142-99.1%

EMPLOYEE STOCK OWNERSHIP PLAN OF SELECT HEALTHCARE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE STOCK OWNERSHIP PLAN OF SELECT HEALTHCARE, INC.

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