Retirement plan

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF COMMUNITY HEALTH DEVELOPMENT, INC.

Name: COMMUNITY HEALTH DEVELOPMENT, INC. - 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF COMMUNITY HEALTH DEVELOPMENT, INC. (2020) Form 5500
Creator: COMMUNITY HEALTH DEVELOPMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF COMMUNITY HEALTH DEVELOPMENT, INC., COMMUNITY HEALTH DEVELOPMENT, INC.

COMMUNITY HEALTH DEVELOPMENT, INC.EIN 54-2144549Plan #001PY 2020

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

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.3M

+10.0% from 2019

Total participants

147

-1.3% from 2019

Average account balance

$22,807

+6.2% from 2019

Annual return

18.51%

-9.47 pp from 2019

Benchmarks

See 5,415 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,415 peers

Snapshot2020

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

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP2 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Account maintenance fees; Recordkeepi...	$987

Plan features & details

Pension benefit codes2F2G2S2T3D

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.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$987

$9 / participant

Other / not subdivided$987100.0%

% of EOY assets

0.030%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RUSSON & JOHNSTON LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,807

$58,888-61.3%

$178,498-87.2%

$73,493-69.0%

Participation rate

96.4%

66.2%+30.1pp

81.9%+14.4pp

70.7%+25.7pp

Annual return

18.51%

24.86%-6.4pp

151.09%-132.6pp

28.51%-10.0pp

Employer contribution / active EE

$1,268

$2,236-43.3%

$5,011-74.7%

$2,270-44.1%

Participant deferral / active EE

$1,517

$2,568-40.9%

$5,202-70.8%

$3,740-59.4%

Admin fee / account holder

$400-98.3%

$13,985-100.0%

$513-98.7%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Account maintenance fees; Recordkeepi...

$987

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF COMMUNITY HEALTH DEVELOPMENT, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES 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