Retirement plan

CARLINVILLE AREA HOSPITAL ASSOCIATION SAVINGS AND PROTECTION PLAN

Name: CARLINVILLE AREA HOSPITAL ASSOCIATION - CARLINVILLE AREA HOSPITAL ASSOCIATION SAVINGS AND PROTECTION PLAN (2017) Form 5500
Creator: CARLINVILLE AREA HOSPITAL ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARLINVILLE AREA HOSPITAL ASSOCIATION SAVINGS AND PROTECTION PLAN, CARLINVILLE AREA HOSPITAL ASSOCIATION

CARLINVILLE AREA HOSPITAL ASSOCIATIONEIN 37-0645239Plan #002PY 2017

20733 NORTH BROAD - CARLINVILLE, IL 62626217-854-3141

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$8M

+17.7% from 2016

Total participants

182

+8.3% from 2016

Average account balance

$50,745

+12.4% from 2016

Annual return

11.81%

+9.75 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

$14.10M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

268

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.

78.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.67M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$247

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
JOHN HANCOCK LIFE INSURANCE COMPANY2+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346	Recordkeeping	$695

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$795

$5 / participant

Contract admin$795100.0%

% of EOY assets

0.010%

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: EIDE BAILLY, LLP
Auditor EIN: 420250958
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,745

$55,453-8.5%

$170,435-70.2%

$62,293-18.5%

Participation rate

84.8%

66.4%+18.5pp

83.6%+1.3pp

69.5%+15.3pp

Annual return

11.81%

21.38%-9.6pp

205.94%-194.1pp

28.90%-17.1pp

Employer contribution / active EE

$1,444

$2,164-33.3%

$5,432-73.4%

$2,042-29.3%

Participant deferral / active EE

$2,719

$2,303+18.1%

$4,939-45.0%

$3,169-14.2%

Admin fee / account holder

$455-98.9%

$13,881-100.0%

$479-98.9%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY2+ years

Filed as: JOHN HANCOCK USA

Service code 15 · EIN 01-0233346

Recordkeeping

$695

CARLINVILLE AREA HOSPITAL ASSOCIATION SAVINGS AND PROTECTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARLINVILLE AREA HOSPITAL ASSOCIATION SAVINGS AND PROTECTION 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