Retirement plan

TOMAH MEMORIAL HOSPITAL RETIREMENT PLAN

Name: TOMAH MEMORIAL HOSPITAL - TOMAH MEMORIAL HOSPITAL RETIREMENT PLAN (2019) Form 5500
Creator: TOMAH MEMORIAL HOSPITAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOMAH MEMORIAL HOSPITAL RETIREMENT PLAN, TOMAH MEMORIAL HOSPITAL

TOMAH MEMORIAL HOSPITALEIN 39-0799566Plan #001PY 2019

321 BUTTS AVE. - TOMAH, WI 54660608-372-2181LinkedIn1-10 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$24.1M

+24.6% from 2018

Total participants

420

+4.2% from 2018

Average account balance

$75,894

+15.9% from 2018

Annual return

21.17%

+22.90 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

$35.54M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

492

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.

93.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.66M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+11.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$240

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 10 of 16 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.5+ years Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850	Indirect Investment Fees	$96,614
GLOBAL RETIREMENT PARTNERS LLC3 years Service code 27 · EIN 47-1411118	Advisory (Plan)	$54,942
AB FUNDS1 year Service code 52 · EIN 13-2754393	Indirect Investment Fees	$0
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 06-1349805	Indirect Investment Fees	$0
AMERICAN FUNDS3 years Service code 52 · EIN 95-2817150	Indirect Investment Fees	$0
BLACKROCK1 year Filed as: BACKROCK Service code 52	Indirect Investment Fees	$0
BLACKROCK3 years Service code 52 · EIN 22-3483675	Indirect Investment Fees	$0
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2450217	Indirect Investment Fees	$0
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984	Indirect Investment Fees	$0
INVESCO3 years Service code 52 · EIN 13-2576643	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3D2T

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.
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$97K

$258 / participant

Investment mgmt$93K96.0%
Contract admin$4K3.8%
Other / not subdivided$1240.1%

% of EOY assets

0.402%

all-in expense ratio

Categories reported

2 / 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: WIPFLI LLP
Auditor EIN: 390758449
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$75,894

$62,928+20.6%

$172,753-56.1%

$67,582+12.3%

Participation rate

72.5%

64.5%+8.1pp

82.6%-10.1pp

71.3%+1.3pp

Annual return

21.17%

30.36%-9.2pp

803.00%-781.8pp

378.57%-357.4pp

Employer contribution / active EE

$1,700

$1,636+3.9%

$5,144-67.0%

$2,148-20.9%

Participant deferral / active EE

$3,830

$2,145+78.6%

$5,198-26.3%

$3,539+8.2%

Admin fee / account holder

$305

$167+82.9%

$13,956-97.8%

$142+114.2%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.5+ years

Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$96,614

GLOBAL RETIREMENT PARTNERS LLC3 years

Service code 27 · EIN 47-1411118

Advisory (Plan)

$54,942

AB FUNDS1 year

Service code 52 · EIN 13-2754393

Indirect Investment Fees

ALLIANZ GLOBAL INVESTORS1 year

Service code 52 · EIN 06-1349805

Indirect Investment Fees

AMERICAN FUNDS3 years

Service code 52 · EIN 95-2817150

Indirect Investment Fees

BLACKROCK1 year

Filed as: BACKROCK

Service code 52

Indirect Investment Fees

BLACKROCK3 years

Service code 52 · EIN 22-3483675

Indirect Investment Fees

DELAWARE INVESTMENTS3 years

Service code 52 · EIN 23-2450217

Indirect Investment Fees

DIMENSIONAL FUND ADVISORS3 years

Service code 52 · EIN 36-3129984

Indirect Investment Fees

INVESCO3 years

Service code 52 · EIN 13-2576643

Indirect Investment Fees

TOMAH MEMORIAL HOSPITAL RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TOMAH MEMORIAL HOSPITAL RETIREMENT 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