Retirement plan

JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN

Name: JOHNS HOPKINS HOME CARE GROUP - JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN (2017) Form 5500
Creator: JOHNS HOPKINS HOME CARE GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN, JOHNS HOPKINS HOME CARE GROUP

JOHNS HOPKINS HOME CARE GROUPEIN 52-1811971Plan #002PY 2017

1101 EAST 33RD STREET, SUITE B200 - BALTIMORE, MD 212183637443-997-3787LinkedIn1-10 employeeseducation management

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$53.9M

+25.3% from 2016

Total participants

1,739

+11.5% from 2016

Average account balance

$32,305

+10.5% from 2016

Annual return

15.02%

+3.55 pp from 2016

Benchmarks

See 1,308 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,308 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$112.31M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

2,479

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.

94.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.94M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$59

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 4 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS2 years Filed as: TRANSAMERICA RETIREMENT SOLUTION Service code 12 · EIN 13-3689044	Direct payment from the plan; Investm...	$86,481
SB & COMPANY, LLC1 year Service code 10 · EIN 20-2153727	Accounting	$11,610
LOCKTON INVESTMENT ADVISORS, LLC1 year Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 · EIN 20-8874282	Consulting	$5,173
NATIONAL FINANCIAL SERVICES2 years Service code 31 · EIN 04-3523567	Securities brokerage; Named fiduciary...	$0

Plan features & details

Pension benefit codes2F2G2L2M2R2S2T

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$107K

$98 / participant

Investment mgmt$5K4.8%
Contract admin$90K84.3%
Other / not subdivided$12K10.8%

% of EOY assets

0.199%

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: SB AND COMPANY, LLC
Auditor EIN: 202153727
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,305

$44,989-28.2%

$170,435-81.0%

$77,958-58.6%

Participation rate

93.7%

64.6%+29.1pp

83.6%+10.1pp

71.6%+22.1pp

Annual return

15.02%

19.61%-4.6pp

205.94%-190.9pp

20.87%-5.9pp

Employer contribution / active EE

$1,975

$1,466+34.7%

$5,432-63.6%

$2,310-14.5%

Participant deferral / active EE

$3,361

$2,208+52.2%

$4,939-32.0%

$3,537-5.0%

Admin fee / account holder

$64

$69-7.0%

$13,881-99.5%

$97-34.1%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS2 years

Filed as: TRANSAMERICA RETIREMENT SOLUTION

Service code 12 · EIN 13-3689044

Direct payment from the plan; Investm...

$86,481

SB & COMPANY, LLC1 year

Service code 10 · EIN 20-2153727

Accounting

$11,610

LOCKTON INVESTMENT ADVISORS, LLC1 year

Filed as: LOCKTON INVESTMENT ADVISORS LLC

Service code 16 · EIN 20-8874282

Consulting

$5,173

NATIONAL FINANCIAL SERVICES2 years

Service code 31 · EIN 04-3523567

Securities brokerage; Named fiduciary...

JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHNS HOPKINS HOME CARE GROUP 403(B) 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