Retirement plan

HALYARD HEALTH, INC. 401(K) PLAN

Name: HALYARD HEALTH, INC. - HALYARD HEALTH, INC. 401(K) PLAN (2016) Form 5500
Creator: HALYARD HEALTH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HALYARD HEALTH, INC. 401(K) PLAN, HALYARD HEALTH, INC.

HALYARD HEALTH, INC.EIN 46-4987888Plan #001PY 2016

5405 WINDWARD PARKWAY - ALPHARETTA, GA 30004470-448-5886avanosmedicaldevices.comLinkedIn1001-5000 employeesmedical devices

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed February 25, 2015

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$256.8M

-14.0% from 2016

Total participants

1,815

-11.8% from 2016

Average account balance

$144,991

-1.3% from 2016

Annual return

10.68%

-10.69 pp from 2016

Benchmarks

See 780 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort780 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$310.91M

Not enough data

1 years with asset history on file

Average account balance

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

$211K

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.

1,477

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.

98.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$17.86M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+16.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$207

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524	Advisory (Plan)	$154,912
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ASSOCIATES Service code 10 · EIN 22-2232264	Accounting	$145,284
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 37 · EIN 04-2647786	Loan Processing	$127,194
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST COMP Service code 28 · EIN 32-0174431	Investment Management	$31,333

Plan features & details

Pension benefit codes2J2R2S2T2H

Plan features

2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$464K

$287 / participant

Other / not subdivided$464K100.0%

% of EOY assets

0.181%

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: MOORE COLSON
Auditor EIN: 581653941
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$144,991

$80,211+80.8%

$74,184+95.4%

$63,975+126.6%

Participation rate

97.3%

84.2%+13.1pp

76.6%+20.7pp

71.1%+26.1pp

Annual return

10.68%

14.13%-3.5pp

17.74%-7.1pp

48.65%-38.0pp

Employer contribution / active EE

$5,901

$2,553+131.1%

$2,370+149.0%

$2,182+170.5%

Participant deferral / active EE

$9,531

$4,370+118.1%

$3,550+168.5%

$3,356+184.0%

Admin fee / account holder

$262

$67+289.9%

$5,586-95.3%

$70+272.0%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.1 year

Service code 27 · EIN 04-2654524

Advisory (Plan)

$154,912

HEWITT ASSOCIATES LLC1 year

Filed as: HEWITT ASSOCIATES

Service code 10 · EIN 22-2232264

Accounting

$145,284

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 37 · EIN 04-2647786

Loan Processing

$127,194

BLACKROCK1 year

Filed as: BLACKROCK INSTITUTIONAL TRUST COMP

Service code 28 · EIN 32-0174431

Investment Management

$31,333

HALYARD HEALTH, INC. 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HALYARD HEALTH, INC. 401(K) PLAN

Top hat statement on fileNQDC

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