Retirement plan

BARNESVILLE HOSPITAL ASSOCIATION, INC. VOLUNTARY TAX DEFERRED ANNUITY PLAN

Name: BARNESVILLE HOSPITAL ASSOCIATION, INC. - BARNESVILLE HOSPITAL ASSOCIATION, INC. VOLUNTARY TAX DEFERRED ANNUITY PLAN (2021) Form 5500
Creator: BARNESVILLE HOSPITAL ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BARNESVILLE HOSPITAL ASSOCIATION, INC. VOLUNTARY TAX DEFERRED ANNUITY PLAN, BARNESVILLE HOSPITAL ASSOCIATION, INC.

BARNESVILLE HOSPITAL ASSOCIATION, INC.EIN 34-0719172Plan #002PY 2021

639 W. MAIN STREET - BARNESVILLE, OH 43713740-425-5103LinkedIn201-500 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$3.9M assets

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$4.7M

+6.9% from 2020

Total participants

245

-2.0% from 2020

Average account balance

$25,847

+12.8% from 2020

Annual return

10.87%

-4.01 pp from 2020

Benchmarks

See 5,351 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,351 peers

Snapshot2021

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

Not enough data

0 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

-99.03%

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 4 by compensation

Provider	Service type	Compensation
NATIONWIDE4+ years Service code 51 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Investment Mgmt Fees	$46,586
DUNBAR, BENDER & ZAPF, INC.4+ years Service code 13 · EIN 25-1650062 437 GRANT STREET · PITTSBURGH, PA 15219	Contract Administrator	$1,500
IRON-CO-FID-COMPREHENSIVE4+ years Filed as: IRON-CO-FID-FLEXIBLE ADV FOUNDATION Service code 64 · EIN 26-2409128 630 DUNDEE RD · NORTHBROOK, IL 60062	Recordkeeping Fees	$1,339
NATIONWIDE4+ years Filed as: NATIONWIDE SECURITIES, LLC Service code 64 · EIN 36-2434406 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215	Recordkeeping Fees	$335

Plan features & details

Pension benefit codes2F2G2H2J2K2L2R

Plan features

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$54K

$265 / participant

Contract admin$54K100.0%

% of EOY assets

1.151%

all-in expense ratio

Categories reported

1 / 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: BLUE & CO., LLC
Auditor EIN: 351178661
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,847

$61,166-57.7%

$185,849-86.1%

$79,391-67.4%

Participation rate

68.5%

66.6%+1.8pp

81.7%-13.2pp

70.7%-2.2pp

Annual return

10.87%

19.45%-8.6pp

122.10%-111.2pp

116.88%-106.0pp

Employer contribution / active EE

$467

$2,321-79.9%

$5,169-91.0%

$2,428-80.7%

Participant deferral / active EE

$2,162

$2,789-22.5%

$5,569-61.2%

$4,046-46.6%

Admin fee / account holder

$297

$710-58.1%

$16,244-98.2%

$627-52.5%

Provider

Service type

Compensation

NATIONWIDE4+ years

Service code 51 · EIN 31-4156830

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Investment Mgmt Fees

$46,586

DUNBAR, BENDER & ZAPF, INC.4+ years

Service code 13 · EIN 25-1650062

437 GRANT STREET · PITTSBURGH, PA 15219

Contract Administrator

$1,500

IRON-CO-FID-COMPREHENSIVE4+ years

Filed as: IRON-CO-FID-FLEXIBLE ADV FOUNDATION

Service code 64 · EIN 26-2409128

630 DUNDEE RD · NORTHBROOK, IL 60062

Recordkeeping Fees

$1,339

NATIONWIDE4+ years

Filed as: NATIONWIDE SECURITIES, LLC

Service code 64 · EIN 36-2434406

10 W NATIONWIDE BLVD · COLUMBUS, OH 43215

Recordkeeping Fees

$335

BARNESVILLE HOSPITAL ASSOCIATION, INC. VOLUNTARY TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BARNESVILLE HOSPITAL ASSOCIATION, INC. VOLUNTARY TAX DEFERRED ANNUITY 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