Retirement plan

EMPLOYEE STOCK OWNERSHIP PLAN OF SELECT HEALTHCARE, INC.

Name: SELECT HEALTH CARE, INC. - EMPLOYEE STOCK OWNERSHIP PLAN OF SELECT HEALTHCARE, INC. (2020) 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 2020

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

Other plans on this EIN

1 filing

#001Retirement-$2.8M assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$2.1M

+30.9% from 2019

Total participants

521

-0.8% from 2019

Average account balance

$4,195

+15.4% from 2019

Annual return

25.91%

-40.76 pp from 2019

Benchmarks

See 3,872 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,872 peers

Snapshot2020

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.

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

$4,195

$52,293-92.0%

$178,503-97.7%

$73,412-94.3%

Participation rate

95.9%

65.3%+30.5pp

81.9%+13.9pp

72.2%+23.7pp

Annual return

25.91%

34.75%-8.8pp

151.12%-125.2pp

59.30%-33.4pp

Employer contribution / active EE

$574

$1,736-66.9%

$5,011-88.5%

$2,234-74.3%

Participant deferral / active EE

$2,333-100.0%

$5,202-100.0%

$3,806-100.0%

Admin fee / account holder

$127-100.0%

$13,987-100.0%

$158-100.0%

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