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 (2022) 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 2022

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

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$3.1M

-2.8% from 2021

Total participants

-29.8% from 2021

Average account balance

-100.0% from 2021

Annual return

-15.29%

-26.90 pp from 2021

Benchmarks

See 350 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Cohort350 peers

Snapshot2022

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 46801	Contract Administrator	$21,735

Plan features & details

Pension benefit codes2E2T2J3D2G2F

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$21K

$208 / participant

Contract admin$18K85.3%
Other / not subdivided$3K14.7%

% of EOY assets

0.653%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: THE WHITLOCK CO. LLP
Auditor EIN: 431365401
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$216,269-100.0%

$143,799-100.0%

Participation rate

0.0%

60.2%-60.2pp

80.3%-80.3pp

Annual return

-15.29%

-15.44%+0.1pp

-0.04%-15.2pp

Employer contribution / active EE

$2,149

$1,888+13.8%

$4,952-56.6%

Participant deferral / active EE

$3,578

$2,498+43.2%

$5,638-36.5%

Admin fee / account holder

$36,574-100.0%

$14,677-100.0%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION2 years

Service code 13 · EIN 35-1140070

1300 S CLINTON STREET · FORT WAYNE, IN 46801

Contract Administrator

$21,735

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