Retirement plan

CABIN CREEK HEALTH SYSTEMS, INC.,401(K)PROFIT SHARING PLAN

Name: CABIN CREEK HEALTH SYSTEMS, INC. - CABIN CREEK HEALTH SYSTEMS, INC.,401(K)PROFIT SHARING PLAN (2018) Form 5500
Creator: CABIN CREEK HEALTH SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CABIN CREEK HEALTH SYSTEMS, INC.,401(K)PROFIT SHARING PLAN, CABIN CREEK HEALTH SYSTEMS, INC.

CABIN CREEK HEALTH SYSTEMS, INC.EIN 55-0709223Plan #001PY 2018

104 ALEX LANE - CHARLESTON, WV 25304304-734-2040cabincreekhealth.comLinkedIn201-500 employeesmedical practice

Prospect flagsLow participant contributionCorrective distributions

How to read this page

Total assets (EOY)

$2.7M

+23.1% from 2017

Total participants

178

+13.4% from 2017

Average account balance

$15,559

+0.9% from 2017

Annual return

10.89%

-0.01 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

$10.40M

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

335

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.

95.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.37M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$131

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 2 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 500 LEE STREET, EAST · CHARLESTON, WV 25301	Advisory (Plan)	$23,359
MCKINLEY CARTER WEALTH SERVICES1 year Filed as: MCKINLEY/CARTER Service code 27 129 SUMMERS STREET, SUITE 200 · CHARLESTON, WV 25301	Advisory (Plan)	$4,007

Plan features & details

Pension benefit codes2E3D2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$27K

$172 / participant

Investment mgmt$27K100.0%

% of EOY assets

1.023%

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: BROWN, EDWARDS & COMPANY, LLP
Auditor EIN: 550504608
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,559

$47,977-67.6%

$154,108-89.9%

$56,289-72.4%

Participation rate

96.2%

66.2%+30.1pp

83.0%+13.2pp

69.9%+26.4pp

Annual return

10.89%

3.54%+7.3pp

735.21%-724.3pp

-9.96%+20.8pp

Employer contribution / active EE

$2,372

$2,169+9.4%

$5,298-55.2%

$2,111+12.4%

Participant deferral / active EE

$507

$2,392-78.8%

$5,081-90.0%

$3,350-84.9%

Admin fee / account holder

$159

$438-63.7%

$13,411-98.8%

$521-69.5%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY3+ years

Filed as: MORGAN STANLEY

Service code 27

500 LEE STREET, EAST · CHARLESTON, WV 25301

Advisory (Plan)

$23,359

MCKINLEY CARTER WEALTH SERVICES1 year

Filed as: MCKINLEY/CARTER

Service code 27

129 SUMMERS STREET, SUITE 200 · CHARLESTON, WV 25301

Advisory (Plan)

$4,007

CABIN CREEK HEALTH SYSTEMS, INC.,401(K)PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CABIN CREEK HEALTH SYSTEMS, INC.,401(K)PROFIT SHARING 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