Retirement plan

NATIONAL HOME HEALTH STAFFING 401(K) PLAN

Name: NATIONAL HOME HEALTH STAFFING - NATIONAL HOME HEALTH STAFFING 401(K) PLAN (2019) Form 5500
Creator: NATIONAL HOME HEALTH STAFFING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL HOME HEALTH STAFFING 401(K) PLAN, NATIONAL HOME HEALTH STAFFING

NATIONAL HOME HEALTH STAFFINGEIN 46-3612866Plan #001PY 2019

2880 ZANKER ROAD, SUITE 101 - SAN JOSE, CA 95134408-404-4034LinkedIn51-200 employeesmedical practice

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$902K

+547.4% from 2016

Total participants

318

-2.8% from 2016

Average account balance

$15,557

+167.9% from 2016

Annual return

44.32%

+33.64 pp from 2016

Benchmarks

See 3,878 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,878 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.73M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

119

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.

27.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$969K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1206

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

0 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745	Recordkeeping	$790
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984	Other Services	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$790

$3 / participant

Other / not subdivided$790100.0%

% of EOY assets

0.088%

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: SUMMIT CPA GROUP
Auditor EIN: 113730017
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,557

$62,928-75.3%

$172,753-91.0%

$67,582-77.0%

Participation rate

14.8%

64.5%-49.7pp

82.6%-67.9pp

71.3%-56.5pp

Annual return

44.32%

30.36%+14.0pp

803.00%-758.7pp

378.57%-334.3pp

Employer contribution / active EE

$1,636-100.0%

$5,144-100.0%

$2,148-100.0%

Participant deferral / active EE

$921

$2,145-57.1%

$5,198-82.3%

$3,539-74.0%

Admin fee / account holder

$14

$167-91.8%

$13,956-99.9%

$142-90.4%

Provider

Service type

Compensation

ADP BROKER-DEALER5+ years

Filed as: ADP, LLC

Service code 15 · EIN 13-3036745

Recordkeeping

$790

ADP BROKER-DEALER5+ years

Service code 49 · EIN 22-3319984

Other Services

NATIONAL HOME HEALTH STAFFING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL HOME HEALTH STAFFING 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