Retirement plan

ARCHBOLD MEDICAL CENTER, INC. 403(B) EMPLOYEES THRIFT PLAN

Name: ARCHBOLD MEDICAL CENTER, INC. - ARCHBOLD MEDICAL CENTER, INC. 403(B) EMPLOYEES THRIFT PLAN (2018) Form 5500
Creator: ARCHBOLD MEDICAL CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARCHBOLD MEDICAL CENTER, INC. 403(B) EMPLOYEES THRIFT PLAN, ARCHBOLD MEDICAL CENTER, INC.

ARCHBOLD MEDICAL CENTER, INC.EIN 58-0566121Plan #002PY 2018

900 CAIRO RD - THOMASVILLE, GA 31792229-227-5049

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$152.9M

-3.3% from 2017

Total participants

3,218

+1.6% from 2017

Average account balance

$48,853

-2.2% from 2017

Annual return

-2.82%

-15.53 pp from 2017

Benchmarks

See 1,316 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,316 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$205.86M

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

3,616

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.

98.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14.22M

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

+10.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63

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
TRANSAMERICA RETIREMENT SOLUTIONS4+ years Service code 12 · EIN 13-3689044	Participant communication; Shareholde...	$268,504
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0

Plan features & details

Pension benefit codes2F2G2L2M2R2S2T3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$269K

$101 / participant

Other / not subdivided$269K100.0%

% of EOY assets

0.176%

all-in expense ratio

Categories reported

0 / 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: DRAFFIN & TUCKER, LLP
Auditor EIN: 580914992
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,853

$45,382+7.6%

$154,108-68.3%

$75,289-35.1%

Participation rate

96.7%

65.9%+30.8pp

83.0%+13.7pp

72.4%+24.3pp

Annual return

-2.82%

-0.47%-2.4pp

735.21%-738.0pp

-0.04%-2.8pp

Employer contribution / active EE

$3,057

$1,533+99.4%

$5,298-42.3%

$2,405+27.1%

Participant deferral / active EE

$2,379

$2,384-0.2%

$5,081-53.2%

$3,739-36.4%

Admin fee / account holder

$86

$89-4.0%

$13,411-99.4%

$102-16.1%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS4+ years

Service code 12 · EIN 13-3689044

Participant communication; Shareholde...

$268,504

NATIONAL FINANCIAL SERVICES4+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

ARCHBOLD MEDICAL CENTER, INC. 403(B) EMPLOYEES THRIFT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARCHBOLD MEDICAL CENTER, INC. 403(B) EMPLOYEES THRIFT 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