Retirement plan

SCP HEALTH 401(K) PLAN

Name: ONEX TSG INTERMEDIATE CORP. - SCP HEALTH 401(K) PLAN (2021) 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 2021

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

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$250.4M

-10.4% from 2020

Total participants

4,226

+3.5% from 2020

Average account balance

$64,932

-9.6% from 2020

Annual return

13.81%

+6.60 pp from 2020

Benchmarks

See 323 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort323 peers

Snapshot2021

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 3 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Service code 15 · EIN 84-0467907	Recordkeeping	$326,993
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243	Advisory (Participants)	$70,000
TD AMERITRADE, INC.3+ years Service code 33	Securities brokerage; Shareholder ser...	$285

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

$399K

$134 / participant

Investment mgmt$70K17.5%
Other / not subdivided$329K82.5%

% of EOY assets

0.159%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: POSTLETHWAITE & NETTERVILLE
Auditor EIN: 721202445
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,932

$45,719+42.0%

$96,188-32.5%

$93,010-30.2%

Participation rate

87.6%

45.8%+41.8pp

68.4%+19.2pp

73.9%+13.7pp

Annual return

13.81%

3211.95%-3198.1pp

192.12%-178.3pp

158.70%-144.9pp

Employer contribution / active EE

$1,994

$1,139+75.1%

$2,800-28.8%

$2,705-26.3%

Participant deferral / active EE

$5,724

$2,344+144.2%

$4,350+31.6%

$4,561+25.5%

Admin fee / account holder

$103

$128-19.2%

$5,538-98.1%

$152-31.8%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Service code 15 · EIN 84-0467907

Recordkeeping

$326,993

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: ADVISED ASSETS GROUP, LLC

Service code 26 · EIN 84-1532243

Advisory (Participants)

$70,000

TD AMERITRADE, INC.3+ years

Service code 33

Securities brokerage; Shareholder ser...

$285

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