Retirement plan

MOTHER HULL HOME, INC 401(K) PROFIT SHARING PLAN

Name: MOTHER HULL HOME, INC - MOTHER HULL HOME, INC 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: MOTHER HULL HOME, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOTHER HULL HOME, INC 401(K) PROFIT SHARING PLAN, MOTHER HULL HOME, INC

MOTHER HULL HOME, INCEIN 47-0388015Plan #001PY 2018

236 EAST 23RD ST - KEARNEY, NE 68847308-234-2447motherhullhome.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$1.1M

+8.3% from 2017

Total participants

+19.4% from 2017

Average account balance

$14,901

-1.8% from 2017

Annual return

9.06%

-5.35 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.53M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

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.

141.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3537

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2H3D

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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$88K

$1371 / participant

Other / not subdivided$88K100.0%

% of EOY assets

7.850%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$14,901

$75,962-80.4%

$154,111-90.3%

$64,173-76.8%

Participation rate

82.8%

70.4%+12.4pp

83.0%-0.2pp

69.6%+13.2pp

Annual return

9.06%

30.32%-21.3pp

735.18%-726.1pp

7.63%+1.4pp

Employer contribution / active EE

$547

$3,350-83.7%

$5,298-89.7%

$2,381-77.0%

Participant deferral / active EE

$707

$3,175-77.7%

$5,081-86.1%

$3,470-79.6%

Admin fee / account holder

$1,170

$5,589-79.1%

$13,411-91.3%

$4,887-76.1%

MOTHER HULL HOME, INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOTHER HULL HOME, INC 401(K) PROFIT SHARING 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