Retirement plan

COX SAVINGS INCENTIVE PLAN

Name: LESTER E. COX MEDICAL CENTERS - COX SAVINGS INCENTIVE PLAN (2024) Form 5500
Creator: LESTER E. COX MEDICAL CENTERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COX SAVINGS INCENTIVE PLAN, LESTER E. COX MEDICAL CENTERS

LESTER E. COX MEDICAL CENTERSEIN 44-0577118Plan #003PY 2024

1423 NORTH JEFFERSON AVENUE - SPRINGFIELD, MO 65802417-269-6843LinkedIn10001+ employeesmedical practice

Other plans on this EIN

1 filing

#006Retirement-$183.0M assets

Prospect flagsLow participation

Top hat statement on fileNQDC

Filed March 1, 2006 (most recent of 3 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$963.7M

+15.3% from 2023

Total participants

16,589

+4.7% from 2023

Average account balance

$87,466

+13.3% from 2023

Annual return

15.25%

-3.79 pp from 2023

Benchmarks

See 275 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants>=10,000

Cohort275 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$963.70M

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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.

11,018

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.

59.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72.64M

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

+15.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$68

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 6 by compensation

Provider	Service type	Compensation
AMERICAN UNITED LIFE INSURANCE CO3 years Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846	Recordkeeping	$495,770
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS Service code 16 300 S. CAMPBELL AVENUE · SPRINGFIELD, MO 65806	Consulting	$248,536
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674	Float revenue; Custodial (other than ...	$0
METLIFE LIFE INSURANCE COMPANY1 year Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277	Recordkeeping Fees	$0
MATRIX TRUST COMPANY3 years Filed as: MSCS FINANCIAL SERVICES Service code 50	Direct Payment	$0
MATRIX TRUST COMPANY1 year Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLP Service code 59 · EIN 33-1151291	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2F2G2L2M2T3D3H

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$744K

$54 / participant

Recordkeeping$496K66.6%
Investment mgmt$249K33.4%

% of EOY assets

0.077%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: FORVIS MAZARS, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$87,466

$73,283+19.4%

$155,509-43.8%

$106,382-17.8%

Participation rate

59.6%

73.3%-13.7pp

78.2%-18.6pp

69.9%-10.3pp

Annual return

15.25%

15.77%-0.5pp

64.67%-49.4pp

17.37%-2.1pp

Employer contribution / active EE

$1,849

$2,247-17.7%

$4,672-60.4%

$3,364-45.0%

Participant deferral / active EE

$3,424

$4,580-25.2%

$5,626-39.1%

$5,569-38.5%

Admin fee / account holder

$68

$56+20.4%

$15,912-99.6%

$79-14.7%

Provider

Service type

Compensation

AMERICAN UNITED LIFE INSURANCE CO3 years

Filed as: ONEAMERICA RETIREMENT SERVICES

Service code 15 · EIN 46-5378846

Recordkeeping

$495,770

ADP BROKER-DEALER10+ years

Filed as: PENSION CONSULTANTS

Service code 16

300 S. CAMPBELL AVENUE · SPRINGFIELD, MO 65806

Consulting

$248,536

MATRIX TRUST COMPANY3 years

Service code 18 · EIN 75-3182674

Float revenue; Custodial (other than ...

METLIFE LIFE INSURANCE COMPANY1 year

Service code 64

11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277

Recordkeeping Fees

MATRIX TRUST COMPANY3 years

Filed as: MSCS FINANCIAL SERVICES

Service code 50

Direct Payment

MATRIX TRUST COMPANY1 year

Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLP

Service code 59 · EIN 33-1151291

Shareholder Servicing

COX SAVINGS INCENTIVE PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COX SAVINGS INCENTIVE PLAN

Top hat statement on fileNQDC

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