Retirement plan

WINDROSE HEALTH NETWORK INC. 401(K) PLAN

Name: WINDROSE HEALTH NETWORK INC. - WINDROSE HEALTH NETWORK INC. 401(K) PLAN (2017) Form 5500
Creator: WINDROSE HEALTH NETWORK INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WINDROSE HEALTH NETWORK INC. 401(K) PLAN, WINDROSE HEALTH NETWORK INC.

WINDROSE HEALTH NETWORK INC.EIN 35-2001054Plan #001PY 2017

14 TRAFALGAR SQUARE - TRAFALGAR, IN 46181317-739-4895windrosehealth.netLinkedIn1-10 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.5M

+23.9% from 2016

Total participants

140

+1.4% from 2016

Average account balance

$24,699

+20.3% from 2016

Annual return

14.80%

+3.46 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.38M

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

181

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.83%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$298

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

Top 1 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.2 years Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850	Recordkeeping	$3,944

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$36 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.114%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,699

$55,453-55.5%

$170,435-85.5%

$62,293-60.4%

Participation rate

100.0%

66.4%+33.6pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

14.80%

21.38%-6.6pp

205.94%-191.1pp

28.90%-14.1pp

Employer contribution / active EE

$1,891

$2,164-12.6%

$5,432-65.2%

$2,042-7.4%

Participant deferral / active EE

$3,411

$2,303+48.1%

$4,939-30.9%

$3,169+7.6%

Admin fee / account holder

$28

$455-93.8%

$13,881-99.8%

$479-94.1%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.2 years

Filed as: MASSMUTUAL LIFE INSURANCE CO.

Service code 15 · EIN 04-1590850

Recordkeeping

$3,944

WINDROSE HEALTH NETWORK INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WINDROSE HEALTH NETWORK INC. 401(K) 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