Retirement plan

LEWIS & CLARK BEHAVIORAL HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN

Name: LEWIS & CLARK BEHAVIORAL HEALTH SERVICES, INC. - LEWIS & CLARK BEHAVIORAL HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN (2018) Form 5500
Creator: LEWIS & CLARK BEHAVIORAL HEALTH SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEWIS & CLARK BEHAVIORAL HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN, LEWIS & CLARK BEHAVIORAL HEALTH SERVICES, INC.

LEWIS & CLARK BEHAVIORAL HEALTH SERVICES, INC.EIN 46-0309601Plan #001PY 2018

1028 WALNUT STREET - YANKTON, SD 57078605-665-4606lewisclarkb.yankton.multisiteadmin.comLinkedIn51-200 employeesmental health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.2M

+14.5% from 2017

Total participants

186

+2.8% from 2017

Average account balance

$42,108

+11.1% from 2017

Annual return

9.51%

-1.55 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

$12.36M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

206

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.

69.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.10M

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

+11.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$196

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
FRINGE BENEFITS DESIGN OF MN, INC.3+ years Filed as: FRINGE BENEFITS DESIGN OF MINNESOTA Service code 15 · EIN 41-1276678	Recordkeeping	$24,745

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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

$28K

$228 / participant

Other / not subdivided$28K100.0%

% of EOY assets

0.390%

all-in expense ratio

Categories reported

0 / 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: WOHLENBERG RITZMAN & CO., LLC
Auditor EIN: 460393458
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,108

$47,977-12.2%

$154,108-72.7%

$56,289-25.2%

Participation rate

88.7%

66.2%+22.5pp

83.0%+5.7pp

69.9%+18.9pp

Annual return

9.51%

3.54%+6.0pp

735.21%-725.7pp

-9.96%+19.5pp

Employer contribution / active EE

$2,002

$2,169-7.7%

$5,298-62.2%

$2,111-5.2%

Participant deferral / active EE

$2,417

$2,392+1.0%

$5,081-52.4%

$3,350-27.9%

Admin fee / account holder

$164

$438-62.5%

$13,411-98.8%

$521-68.5%

Provider

Service type

Compensation

FRINGE BENEFITS DESIGN OF MN, INC.3+ years

Filed as: FRINGE BENEFITS DESIGN OF MINNESOTA

Service code 15 · EIN 41-1276678

Recordkeeping

$24,745

LEWIS & CLARK BEHAVIORAL HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEWIS & CLARK BEHAVIORAL HEALTH SERVICES, INC. SAFE HARBOR 401(K) 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