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 (2019) 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 2019

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

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$1.6M

+22.0% from 2018

Total participants

+13.6% from 2018

Average account balance

$17,239

+8.6% from 2018

Annual return

2.15%

-6.04 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$21K

$271 / participant

Other / not subdivided$21K100.0%

% of EOY assets

1.350%

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

$17,239

$85,171-79.8%

$172,752-90.0%

$72,975-76.4%

Participation rate

98.7%

70.1%+28.7pp

82.6%+16.1pp

69.5%+29.2pp

Annual return

2.15%

27.32%-25.2pp

802.97%-800.8pp

81.01%-78.9pp

Employer contribution / active EE

$1,563

$3,324-53.0%

$5,144-69.6%

$2,440-35.9%

Participant deferral / active EE

$1,950

$3,260-40.2%

$5,198-62.5%

$3,608-46.0%

Admin fee / account holder

$233

$5,880-96.0%

$13,955-98.3%

$5,124-95.5%

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