Retirement plan

403(B) THRIFT PLAN OF COASTAL HOSPICE, INC

Name: COASTAL HOSPICE, INC - 403(B) THRIFT PLAN OF COASTAL HOSPICE, INC (2022) Form 5500
Creator: COASTAL HOSPICE, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF COASTAL HOSPICE, INC, COASTAL HOSPICE, INC

COASTAL HOSPICE, INCEIN 52-1214775Plan #001PY 2022

PO BOX 1733 - SALISBURY, MD 218021733410-742-8732coastalhospice.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.9M

-16.2% from 2021

Total participants

232

+0.4% from 2021

Average account balance

$21,017

-17.7% from 2021

Annual return

-7.12%

-32.04 pp from 2021

Benchmarks

See 5,345 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,345 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.73M

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

198

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.

77.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$650K

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

+13.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$60

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

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 codes2F2G2S2T

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.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$8 / participant

Investment mgmt$2K100.0%

% of EOY assets

0.038%

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: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,017

$65,125-67.7%

$143,797-85.4%

$66,949-68.6%

Participation rate

100.0%

65.2%+34.8pp

80.3%+19.7pp

69.8%+30.2pp

Annual return

-7.12%

-11.13%+4.0pp

-0.04%-7.1pp

1.57%-8.7pp

Employer contribution / active EE

$600

$2,362-74.6%

$4,952-87.9%

$2,545-76.4%

Participant deferral / active EE

$1,635

$2,920-44.0%

$5,638-71.0%

$4,239-61.4%

Admin fee / account holder

$503-98.4%

$14,679-99.9%

$594-98.7%

403(B) THRIFT PLAN OF COASTAL HOSPICE, INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF COASTAL HOSPICE, INC

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