Retirement plan

BAPTIST HEALTH CARE RETIREMENT SAVINGS 403(B) PLAN

Name: BAPTIST HEALTH CARE CORPORATION - BAPTIST HEALTH CARE RETIREMENT SAVINGS 403(B) PLAN (2017) Form 5500
Creator: BAPTIST HEALTH CARE CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAPTIST HEALTH CARE RETIREMENT SAVINGS 403(B) PLAN, BAPTIST HEALTH CARE CORPORATION

BAPTIST HEALTH CARE CORPORATIONEIN 59-0657322Plan #001PY 2017

1000 WEST MORENO ST - PENSACOLA, FL 32501850-469-3523ebaptisthealthcare.orgLinkedIn1001-5000 employeeshospital & health care

Prospect flagsLow returnsLow participation

Top hat statement on fileNQDC

Filed March 16, 2000

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$219.2M

+16.9% from 2016

Total participants

8,230

+1.6% from 2016

Average account balance

$40,696

+10.3% from 2016

Annual return

14.79%

+6.68 pp from 2016

Benchmarks

See 231 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants5,000-9,999

Cohort231 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$298.03M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

4,101

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.

50.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20.18M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$196

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

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS3+ years Service code 12 · EIN 13-3689044	Recordkeeping and information managem...	$386,110
BRADLEY FOSTER & SARGENT INC2 years Filed as: BRADLEY ARANT BOULT CUMMINGS, LLP Service code 29 · EIN 63-0243316	Legal	$28,318
THE BOGDAHN GROUP3+ years Service code 16 · EIN 59-3676225	Consulting	$14,424
WARREN AVERETT, LLC3+ years Service code 10 · EIN 45-4084437	Accounting	$14,131
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782	Securities brokerage; Securities brok...	$844
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2F2G2L2M2R2T3H

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$486K

$68 / participant

Investment mgmt$43K8.9%
Other / not subdivided$443K91.1%

% of EOY assets

0.222%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WARREN AVERETT, LLC
Auditor EIN: 454084437
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,696

$48,835-16.7%

$170,442-76.1%

$177,276-77.0%

Participation rate

60.4%

72.1%-11.6pp

83.6%-23.2pp

74.8%-14.4pp

Annual return

14.79%

19.44%-4.6pp

205.93%-191.1pp

21.25%-6.5pp

Employer contribution / active EE

$703

$1,798-60.9%

$5,433-87.1%

$2,479-71.6%

Participant deferral / active EE

$1,977

$2,757-28.3%

$4,939-60.0%

$3,881-49.1%

Admin fee / account holder

$90

$52+73.7%

$13,880-99.3%

$154-41.4%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS3+ years

Service code 12 · EIN 13-3689044

Recordkeeping and information managem...

$386,110

BRADLEY FOSTER & SARGENT INC2 years

Filed as: BRADLEY ARANT BOULT CUMMINGS, LLP

Service code 29 · EIN 63-0243316

Legal

$28,318

THE BOGDAHN GROUP3+ years

Service code 16 · EIN 59-3676225

Consulting

$14,424

WARREN AVERETT, LLC3+ years

Service code 10 · EIN 45-4084437

Accounting

$14,131

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB & CO, INC.

Service code 33 · EIN 94-1737782

Securities brokerage; Securities brok...

$844

NATIONAL FINANCIAL SERVICES3+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

BAPTIST HEALTH CARE RETIREMENT SAVINGS 403(B) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BAPTIST HEALTH CARE RETIREMENT SAVINGS 403(B) PLAN

Top hat statement on fileNQDC

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