Retirement plan

SCP HEALTH 401(K) PLAN

Name: ONEX TSG INTERMEDIATE CORP. - SCP HEALTH 401(K) PLAN (2020) Form 5500
Creator: ONEX TSG INTERMEDIATE CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCP HEALTH 401(K) PLAN, ONEX TSG INTERMEDIATE CORP.

ONEX TSG INTERMEDIATE CORP.EIN 47-4398868Plan #001PY 2020

200 CORPORATE BOULEVARD SUITE 201 - LAFAYETTE, LA 70508337-347-8041

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$224M

-10.4% from 2020

Total participants

4,280

+3.5% from 2020

Average account balance

$56,907

-9.6% from 2020

Annual return

14.44%

+6.60 pp from 2020

Benchmarks

See 305 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort305 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$298.54M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

4,689

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.

90.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31.75M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+16.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$84

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 2 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2+ years Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907	Recordkeeping	$270,626
NFP RETIREMENT INC2+ years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143	Advisory (Plan)	$66,250

Plan features & details

Pension benefit codes2E2F2G2J2K3H3D

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$337K

$109 / participant

Investment mgmt$66K19.6%
Other / not subdivided$271K80.4%

% of EOY assets

0.151%

all-in expense ratio

Categories reported

1 / 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: POSTLETHWAITE & NETTERVILLE
Auditor EIN: 721202445
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$56,907

$46,219+23.1%

$89,441-36.4%

$90,274-37.0%

Participation rate

88.9%

44.9%+44.1pp

68.0%+21.0pp

73.4%+15.6pp

Annual return

14.44%

25.71%-11.3pp

245.62%-231.2pp

53.97%-39.5pp

Employer contribution / active EE

$1,062

$953+11.4%

$2,588-59.0%

$2,523-57.9%

Participant deferral / active EE

$5,296

$2,136+147.9%

$3,891+36.1%

$4,231+25.2%

Admin fee / account holder

$86

$147-41.6%

$4,885-98.2%

$114-24.8%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2+ years

Filed as: GREAT-WEST LIFE & ANNUITY INS CO

Service code 15 · EIN 84-0467907

Recordkeeping

$270,626

NFP RETIREMENT INC2+ years

Filed as: NFP RETIREMENT, INC.

Service code 27 · EIN 33-0905143

Advisory (Plan)

$66,250

SCP HEALTH 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCP HEALTH 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