Retirement plan

COMMUNITY HEALTH OF SOUTH FLORIDA, INC. RETIREMENT PLAN

Name: COMMUMITY HEALTH OF SOUTH FLORIDA, INC. - COMMUNITY HEALTH OF SOUTH FLORIDA, INC. RETIREMENT PLAN (2015) Form 5500
Creator: COMMUMITY HEALTH OF SOUTH FLORIDA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY HEALTH OF SOUTH FLORIDA, INC. RETIREMENT PLAN, COMMUMITY HEALTH OF SOUTH FLORIDA, INC.

COMMUMITY HEALTH OF SOUTH FLORIDA, INC.EIN 59-1372690Plan #002PY 2015

10300 SW 216TH STREET - MIAMI, FL 331901003305-253-5100chisouthfl.orgLinkedIn501-1000 employeeshospital & health care

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed March 15, 2018

Plan administrator

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10300 SW 216th Street

Miami State: FL Zip Code: 33190

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Plans declared (1)

Community Health of South Florida, Inc. Chief Executive Deferred Compensation Program1 emp

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Total assets (EOY)

$18.1M

No prior year

Total participants

986

No prior year

Average account balance

$18,418

No prior year

Annual return

-3.28%

No prior year

Benchmarks

See 3,168 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,168 peers

Snapshot2015

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Analytics

Total assets (EOY)

Plan-year ending balance

$37.31M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

1,006

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.

68.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.81M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12

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 3 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP1+ years Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 P.O. BOX 600 · BUFFALO, NY 142010600	Claims processing; Investment management	$200
M/S ADMINIISTRATORS, INC1+ years Service code 10 · EIN 20-4029634 838 BLUE HEATHER COURT · LAWRENCEVILLE, GA 30045	Accounting	$0
VALIC RETIREMENT SERVICES COMPANY1+ years Filed as: VALIC Service code 13 2929 ALLEN PARKWAY · HOUSTON, TX 77019	Contract Administrator	$0

Plan features & details

Pension benefit codes2A2H2J2K2L3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$200

$0 / participant

Investment mgmt$200100.0%

% of EOY assets

0.001%

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: VERDEJA, DEARMAS, TRUJILLO
Auditor EIN: 204989621
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,418

$37,117-50.4%

$147,614-87.5%

$55,191-66.6%

Participation rate

99.9%

63.6%+36.3pp

84.6%+15.3pp

69.2%+30.7pp

Annual return

-3.28%

3.44%-6.7pp

61.98%-65.3pp

10.78%-14.1pp

Employer contribution / active EE

$1,388

$1,620-14.3%

$5,564-75.1%

$1,899-26.9%

Participant deferral / active EE

$953

$1,985-52.0%

$4,895-80.5%

$3,046-68.7%

Admin fee / account holder

$86-99.8%

$11,611-100.0%

$91-99.8%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP1+ years

Filed as: MUTUAL OF AMERICA

Service code 12 · EIN 13-1614399

P.O. BOX 600 · BUFFALO, NY 142010600

Claims processing; Investment management

$200

M/S ADMINIISTRATORS, INC1+ years

Service code 10 · EIN 20-4029634

838 BLUE HEATHER COURT · LAWRENCEVILLE, GA 30045

Accounting

VALIC RETIREMENT SERVICES COMPANY1+ years

Filed as: VALIC

Service code 13

2929 ALLEN PARKWAY · HOUSTON, TX 77019

Contract Administrator

COMMUNITY HEALTH OF SOUTH FLORIDA, INC. RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY HEALTH OF SOUTH FLORIDA, INC. RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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