Retirement plan

KENOSHA COMMUNITY HEALTH CENTER, INC. 403(B) PLAN

Name: KENOSHA COMMUNITY HEALTH CENTER INC - KENOSHA COMMUNITY HEALTH CENTER, INC. 403(B) PLAN (2022) Form 5500
Creator: KENOSHA COMMUNITY HEALTH CENTER INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KENOSHA COMMUNITY HEALTH CENTER, INC. 403(B) PLAN, KENOSHA COMMUNITY HEALTH CENTER INC

KENOSHA COMMUNITY HEALTH CENTER INCEIN 39-1789874Plan #002PY 2022

4006 WASHINGTON ROAD - KENOSHA, WI 531444819262-656-0044

Prospect flagsRecently reached 100 employees

How to read this page

Total assets (EOY)

$2.4M

-14.6% from 2021

Total participants

160

+3.2% from 2021

Average account balance

$17,847

-42.0% from 2021

Annual return

-12.60%

-42.62 pp from 2021

Benchmarks

See 5,345 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,345 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.73M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

127

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.

62.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$425K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+18.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$228

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
JOHNSON BANK7+ years Service code 15 · EIN 39-1141446	Recordkeeping	$22,057

Plan features & details

Pension benefit codes2L2T3D2G2E2F2J

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$22K

$187 / participant

Other / not subdivided$22K100.0%

% of EOY assets

0.902%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SIKICH, LLP
Auditor EIN: 363168081
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,847

$65,125-72.6%

$143,797-87.6%

$66,949-73.3%

Participation rate

80.5%

65.2%+15.3pp

80.3%+0.2pp

69.8%+10.7pp

Annual return

-12.60%

-11.13%-1.5pp

-0.04%-12.6pp

1.57%-14.2pp

Employer contribution / active EE

$2,362-100.0%

$4,952-100.0%

$2,545-100.0%

Participant deferral / active EE

$2,299

$2,920-21.3%

$5,638-59.2%

$4,239-45.8%

Admin fee / account holder

$161

$503-68.0%

$14,679-98.9%

$594-72.9%

Provider

Service type

Compensation

JOHNSON BANK7+ years

Service code 15 · EIN 39-1141446

Recordkeeping

$22,057

KENOSHA COMMUNITY HEALTH CENTER, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KENOSHA COMMUNITY HEALTH CENTER, INC. 403(B) 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