Retirement plan

ST. STEVEN MEDICAL CENTER, LTD. 401(K) PLAN

Name: ST. STEVEN MEDICAL CENTER, LTD. - ST. STEVEN MEDICAL CENTER, LTD. 401(K) PLAN (2019) Form 5500
Creator: ST. STEVEN MEDICAL CENTER, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ST. STEVEN MEDICAL CENTER, LTD. 401(K) PLAN, ST. STEVEN MEDICAL CENTER, LTD.

ST. STEVEN MEDICAL CENTER, LTD.EIN 42-1716752Plan #001PY 2019

9401 S. PULASKI RD., SUITE 203 - EVERGREEN PARK, IL 60805708-425-6225ststevenmedicalcenter.comLinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$225K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$331K

+52.0% from 2018

Total participants

+33.3% from 2018

Average account balance

$82,713

+14.0% from 2018

Annual return

20.50%

+30.95 pp from 2018

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$691K

Not enough data

1 years with asset history on file

Average account balance

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

$138K

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.

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.

250.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+13.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4295

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$825

$206 / participant

Other / not subdivided$825100.0%

% of EOY assets

0.249%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$82,713

$202,342-59.1%

$172,752-52.1%

$152,897-45.9%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

20.50%

1029.83%-1009.3pp

802.97%-782.5pp

345.43%-324.9pp

Employer contribution / active EE

$6,127

$5,858+4.6%

$5,144+19.1%

$4,764+28.6%

Participant deferral / active EE

$11,000

$5,948+84.9%

$5,198+111.6%

$5,851+88.0%

Admin fee / account holder

$206

$17,111-98.8%

$13,955-98.5%

$11,599-98.2%

ST. STEVEN MEDICAL CENTER, LTD. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ST. STEVEN MEDICAL CENTER, LTD. 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