Retirement plan

MEMORIAL COMMUNITY HEALTH INC. EMPLOYEES PENSION PLAN

Name: MEMORIAL COMMUNITY HEALTH INC. - MEMORIAL COMMUNITY HEALTH INC. EMPLOYEES PENSION PLAN (2017) Form 5500
Creator: MEMORIAL COMMUNITY HEALTH INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MEMORIAL COMMUNITY HEALTH INC. EMPLOYEES PENSION PLAN, MEMORIAL COMMUNITY HEALTH INC.

MEMORIAL COMMUNITY HEALTH INC.EIN 47-0461859Plan #002PY 2017

1423 7TH STREET - AURORA, NE 688181141402-694-8201memorialcommunityhealth.orgLinkedIn1-10 employeeshospital & health care

Other plans on this EIN

1 filing

#003Retirement-$8.9M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$10.9M

+13.6% from 2016

Total participants

313

+30.4% from 2016

Average account balance

$52,835

+4.3% from 2016

Annual return

14.61%

+6.43 pp from 2016

Benchmarks

See 3,813 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,813 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 3 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS1 year Service code 12 · EIN 13-3689044	Finders' fees / placement fees; Claim...	$5,542
AMERICAN UNITED LIFE INSURANCE CO3+ years Service code 15 · EIN 35-0145825	Recordkeeping	$550
NATIONAL FINANCIAL SERVICES1 year Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2R2F2G2K2T

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$6K

$20 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.051%

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: FUHRMAN, SMOLSKY & FUREY PC
Auditor EIN: 470742379
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$52,835

$46,173+14.4%

$170,435-69.0%

$69,631-24.1%

Participation rate

62.7%

63.9%-1.2pp

83.6%-20.9pp

70.7%-8.0pp

Annual return

14.61%

21.62%-7.0pp

205.94%-191.3pp

27571.02%-27556.4pp

Employer contribution / active EE

$2,027

$1,610+25.9%

$5,432-62.7%

$2,032-0.2%

Participant deferral / active EE

$2,080-100.0%

$4,939-100.0%

$3,224-100.0%

Admin fee / account holder

$27

$116-76.9%

$13,881-99.8%

$110-75.8%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS1 year

Service code 12 · EIN 13-3689044

Finders' fees / placement fees; Claim...

$5,542

AMERICAN UNITED LIFE INSURANCE CO3+ years

Service code 15 · EIN 35-0145825

Recordkeeping

$550

NATIONAL FINANCIAL SERVICES1 year

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

MEMORIAL COMMUNITY HEALTH INC. EMPLOYEES PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MEMORIAL COMMUNITY HEALTH INC. EMPLOYEES PENSION 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