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 (2019) 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 2019

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

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$7.7M

+6.1% from 2018

Total participants

192

+3.2% from 2018

Average account balance

$44,938

+6.7% from 2018

Annual return

4.12%

-5.39 pp from 2018

Benchmarks

See 5,341 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,341 peers

Snapshot2019

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.1 year Filed as: FRINGE BENEFITS DESIGN OF MINNSOTA Service code 15 · EIN 41-1276678	Recordkeeping	$25,489

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$29K

$223 / participant

Other / not subdivided$29K100.0%

% of EOY assets

0.384%

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

$44,938

$52,967-15.2%

$172,753-74.0%

$65,186-31.1%

Participation rate

84.1%

66.2%+17.9pp

82.6%+1.4pp

70.2%+13.9pp

Annual return

4.12%

30.12%-26.0pp

803.00%-798.9pp

29.39%-25.3pp

Employer contribution / active EE

$1,900

$2,190-13.2%

$5,144-63.1%

$2,177-12.7%

Participant deferral / active EE

$2,388

$2,471-3.3%

$5,198-54.1%

$3,514-32.0%

Admin fee / account holder

$173

$472-63.5%

$13,956-98.8%

$847-79.6%

Provider

Service type

Compensation

FRINGE BENEFITS DESIGN OF MN, INC.1 year

Filed as: FRINGE BENEFITS DESIGN OF MINNSOTA

Service code 15 · EIN 41-1276678

Recordkeeping

$25,489

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