Retirement plan

ONEWORLD 401(K) PLAN

Name: ONEWORLD COMMUNITY HEALTH CENTERS, INC. - ONEWORLD 401(K) PLAN (2020) Form 5500
Creator: ONEWORLD COMMUNITY HEALTH CENTERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ONEWORLD 401(K) PLAN, ONEWORLD COMMUNITY HEALTH CENTERS, INC.

ONEWORLD COMMUNITY HEALTH CENTERS, INC.EIN 47-0548990Plan #001PY 2020

4920 S. 30TH STREET - SUITE 103 - OMAHA, NE 68107402-502-8858oneworldomaha.orgLinkedIn501-1000 employeeshospital & health care

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$17.5M

+22.5% from 2019

Total participants

571

+6.5% from 2019

Average account balance

-100.0% from 2019

Annual return

14.82%

-7.08 pp from 2019

Benchmarks

See 3,872 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,872 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29.96M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

643

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.

91.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.06M

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

+15.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$278

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 10 of 14 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.3 years Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850	Other Services	$108,821
GLOBAL RETIREMENT PARTNERS LLC4 years Service code 27 · EIN 47-1411118	Advisory (Plan)	$42,965
KELLEY FINANCIAL SERVICES, INC.6+ years Service code 13 · EIN 47-0800241 1295 STATE STREET · SPRINGFIELD, MA 011110001	Contract Administrator	$10,868
AMERICAN FUNDS4 years Service code 52 · EIN 94-6050854	Indirect Investment Fees	$0
BLACKROCK3 years Service code 52 · EIN 22-3483675	Indirect Investment Fees	$0
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984	Indirect Investment Fees	$0
ENVESTNET RETIREMENT SOLUTIONS, LLC5 years Service code 27 · EIN 61-1732930	Advisory (Plan)	$0
IVY FUNDS3 years Service code 52 · EIN 04-6006759	Indirect Investment Fees	$0
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY1 year Filed as: JP MORGAN Service code 52 · EIN 33-1043149	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D

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.
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.
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.
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

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

$152K

$301 / participant

Investment mgmt$145K95.3%
Contract admin$7K4.7%

% of EOY assets

0.866%

all-in expense ratio

Categories reported

2 / 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: SEIM JOHNSON
Auditor EIN: 476097913
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$52,293-100.0%

$178,503-100.0%

$73,412-100.0%

Participation rate

0.0%

65.3%-65.3pp

81.9%-81.9pp

72.2%-72.2pp

Annual return

14.82%

34.75%-19.9pp

151.12%-136.3pp

59.30%-44.5pp

Employer contribution / active EE

$1,686

$1,736-2.9%

$5,011-66.4%

$2,234-24.5%

Participant deferral / active EE

$2,715

$2,333+16.4%

$5,202-47.8%

$3,806-28.7%

Admin fee / account holder

$127-100.0%

$13,987-100.0%

$158-100.0%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.3 years

Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE

Service code 49 · EIN 04-1590850

Other Services

$108,821

GLOBAL RETIREMENT PARTNERS LLC4 years

Service code 27 · EIN 47-1411118

Advisory (Plan)

$42,965

KELLEY FINANCIAL SERVICES, INC.6+ years

Service code 13 · EIN 47-0800241

1295 STATE STREET · SPRINGFIELD, MA 011110001

Contract Administrator

$10,868

AMERICAN FUNDS4 years

Service code 52 · EIN 94-6050854

Indirect Investment Fees

BLACKROCK3 years

Service code 52 · EIN 22-3483675

Indirect Investment Fees

DIMENSIONAL FUND ADVISORS3 years

Service code 52 · EIN 36-3129984

Indirect Investment Fees

ENVESTNET RETIREMENT SOLUTIONS, LLC5 years

Service code 27 · EIN 61-1732930

Advisory (Plan)

IVY FUNDS3 years

Service code 52 · EIN 04-6006759

Indirect Investment Fees

JANUS HENDERSON3 years

Service code 52 · EIN 84-0592523

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY1 year

Filed as: JP MORGAN

Service code 52 · EIN 33-1043149

Indirect Investment Fees

ONEWORLD 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ONEWORLD 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