Retirement plan

DOUGLAS COUNTY PUBLIC HEALTH SERVICES GROUP, INC. 401K RETIREMENT PLAN

Name: DOUGLAS COUNTY PUBLIC HEALTH SERVICES GROUP, INC. - DOUGLAS COUNTY PUBLIC HEALTH SERVICES GROUP, INC. 401K RETIREMENT PLAN (2017) Form 5500
Creator: DOUGLAS COUNTY PUBLIC HEALTH SERVICES GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOUGLAS COUNTY PUBLIC HEALTH SERVICES GROUP, INC. 401K RETIREMENT PLAN, DOUGLAS COUNTY PUBLIC HEALTH SERVICES GROUP, INC.

DOUGLAS COUNTY PUBLIC HEALTH SERVICES GROUP, INC.EIN 43-1747760Plan #001PY 2017

PO BOX 1359 - AVA, MO 656081359417-683-5739

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+22.9% from 2016

Total participants

+4.8% from 2016

Average account balance

$16,918

+17.2% from 2016

Annual return

15.09%

+14.70 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.76M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

174

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

$651K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$191

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

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 codes2E2T2J3D2G

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.
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

$106K

$1963 / participant

Other / not subdivided$106K100.0%

% of EOY assets

9.638%

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

$16,918

$84,236-79.9%

$170,435-90.1%

$70,126-75.9%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

15.09%

23.06%-8.0pp

205.94%-190.8pp

73.15%-58.1pp

Employer contribution / active EE

$1,461

$3,387-56.9%

$5,432-73.1%

$2,343-37.6%

Participant deferral / active EE

$1,773

$3,086-42.5%

$4,939-64.1%

$3,332-46.8%

Admin fee / account holder

$1,631

$5,698-71.4%

$13,881-88.3%

$4,645-64.9%

DOUGLAS COUNTY PUBLIC HEALTH SERVICES GROUP, INC. 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOUGLAS COUNTY PUBLIC HEALTH SERVICES GROUP, INC. 401K 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