Retirement plan

EMPLOYEE BENEFIT PLAN OF COMMUNITY HEALTH DEVELOPMENT, INC.

Name: COMMUNITY HEALTH DEVELOPMENT, INC. - EMPLOYEE BENEFIT PLAN OF COMMUNITY HEALTH DEVELOPMENT, INC. (2018) Form 5500
Creator: COMMUNITY HEALTH DEVELOPMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF COMMUNITY HEALTH DEVELOPMENT, INC., COMMUNITY HEALTH DEVELOPMENT, INC.

COMMUNITY HEALTH DEVELOPMENT, INC.EIN 54-2144549Plan #001PY 2018

908 SOUTH EVANS STREET - UVALDE, TX 78801830-278-5604LinkedIn1-10 employeeshospital & health care

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$2.2M

-5.1% from 2017

Total participants

120

+29.0% from 2017

Average account balance

$18,747

-26.4% from 2017

Annual return

-5.53%

-19.87 pp from 2017

Benchmarks

See 5,259 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,259 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.51M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

191

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.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$683K

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

+17.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$244

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 codes2F2S2T3D

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).
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$250K

$2250 / participant

Other / not subdivided$250K100.0%

% of EOY assets

11.102%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,747

$47,977-60.9%

$154,114-87.8%

$56,287-66.7%

Participation rate

100.0%

66.2%+33.8pp

83.0%+17.0pp

69.9%+30.1pp

Annual return

-5.53%

3.54%-9.1pp

735.16%-740.7pp

-9.96%+4.4pp

Employer contribution / active EE

$1,110

$2,169-48.8%

$5,298-79.1%

$2,111-47.4%

Participant deferral / active EE

$1,234

$2,392-48.4%

$5,081-75.7%

$3,350-63.2%

Admin fee / account holder

$2,081

$438+374.9%

$13,411-84.5%

$521+299.5%

EMPLOYEE BENEFIT PLAN OF COMMUNITY HEALTH DEVELOPMENT, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF COMMUNITY HEALTH DEVELOPMENT, 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