Retirement plan

COTEAU DES PRAIRIES HOSPITAL AND CLINIC EMPLOYEES RETIREMENT PLAN

Name: COTEAU DES PRAIRIES HOSPITAL AND CLINIC - COTEAU DES PRAIRIES HOSPITAL AND CLINIC EMPLOYEES RETIREMENT PLAN (2018) Form 5500
Creator: COTEAU DES PRAIRIES HOSPITAL AND CLINIC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COTEAU DES PRAIRIES HOSPITAL AND CLINIC EMPLOYEES RETIREMENT PLAN, COTEAU DES PRAIRIES HOSPITAL AND CLINIC

COTEAU DES PRAIRIES HOSPITAL AND CLINICEIN 46-0278210Plan #001PY 2018

205 ORCHARD DR - SISSETON, SD 57262605-698-4651LinkedIn201-500 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.9M

+3.4% from 2017

Total participants

241

+9.0% from 2017

Average account balance

$32,310

-0.6% from 2017

Annual return

-4.96%

-21.91 pp from 2017

Benchmarks

See 5,259 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,259 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.03M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

171

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.

71.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 1 by compensation

Provider	Service type	Compensation
AMERICAN UNITED LIFE INSURANCE CO4+ years Service code 15 · EIN 35-0145825	Recordkeeping	$42,331

Plan features & details

Pension benefit codes2F2G2L2T2S3H

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$450

$2 / participant

Contract admin$450100.0%

% of EOY assets

0.008%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: EIDE BAILLY LLP
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,310

$47,977-32.7%

$154,111-79.0%

$56,287-42.6%

Participation rate

70.7%

66.2%+4.5pp

83.0%-12.3pp

69.9%+0.9pp

Annual return

-4.96%

3.54%-8.5pp

735.18%-740.1pp

-9.96%+5.0pp

Employer contribution / active EE

$1,414

$2,169-34.8%

$5,298-73.3%

$2,111-33.0%

Participant deferral / active EE

$2,600

$2,392+8.7%

$5,081-48.8%

$3,350-22.4%

Admin fee / account holder

$438-99.4%

$13,411-100.0%

$521-99.5%

Provider

Service type

Compensation

AMERICAN UNITED LIFE INSURANCE CO4+ years

Service code 15 · EIN 35-0145825

Recordkeeping

$42,331

COTEAU DES PRAIRIES HOSPITAL AND CLINIC EMPLOYEES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COTEAU DES PRAIRIES HOSPITAL AND CLINIC EMPLOYEES 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