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 (2020) 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 2020

205 ORCHARD DR. - SISSETON, SD 57262605-698-4601LinkedIn201-500 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9.4M

+19.4% from 2019

Total participants

218

+3.8% from 2019

Average account balance

$48,326

+13.3% from 2019

Annual return

17.43%

-4.34 pp from 2019

Benchmarks

See 5,415 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,415 peers

Snapshot2020

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 CO6+ years Service code 15 · EIN 35-0145825	Recordkeeping	$49,433

Plan features & details

Pension benefit codes2F2G2L2S2T3D3H

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$7 / participant

Contract admin$1K100.0%

% of EOY assets

0.013%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,326

$58,888-17.9%

$178,499-72.9%

$73,493-34.2%

Participation rate

86.0%

66.2%+19.7pp

81.9%+4.0pp

70.7%+15.3pp

Annual return

17.43%

24.86%-7.4pp

151.10%-133.7pp

28.51%-11.1pp

Employer contribution / active EE

$1,936

$2,236-13.4%

$5,011-61.4%

$2,270-14.7%

Participant deferral / active EE

$3,643

$2,568+41.9%

$5,202-30.0%

$3,740-2.6%

Admin fee / account holder

$400-98.5%

$13,986-100.0%

$513-98.8%

Provider

Service type

Compensation

AMERICAN UNITED LIFE INSURANCE CO6+ years

Service code 15 · EIN 35-0145825

Recordkeeping

$49,433

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