Retirement plan

HOSPICE OF ST. FRANCIS 401(K) PLAN

Name: HOSPICE OF ST FRANCIS - HOSPICE OF ST. FRANCIS 401(K) PLAN (2016) Form 5500
Creator: HOSPICE OF ST FRANCIS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOSPICE OF ST. FRANCIS 401(K) PLAN, HOSPICE OF ST FRANCIS

HOSPICE OF ST FRANCISEIN 59-1795440Plan #001PY 2016

1250-B GRUMMAN PLACE - TITUSVILLE, FL 32780321-269-4240LinkedIn1-10 employeeshospital & health care

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$3M

No prior year

Total participants

194

No prior year

Average account balance

$23,971

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.77M

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

167

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.

42.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$953K

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

+13.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$305

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
CHAIRVOLOTTI FINANCIAL1+ years Service code 27 631 SOUTH ORLANDO AVE. · WINTER PARK, FL 32789	Advisory (Plan)	$13,079

Plan features & details

Pension benefit codes2F2G2J2T3D

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.
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$13K

$71 / participant

Investment mgmt$13K100.0%

% of EOY assets

0.436%

all-in expense ratio

Categories reported

1 / 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: BERMAN HOPKINS WRIGHT & LAHAM, CPA
Auditor EIN: 591152714
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,971

$46,732-48.7%

$156,551-84.7%

$55,167-56.5%

Participation rate

62.3%

65.8%-3.5pp

84.0%-21.7pp

69.0%-6.7pp

Annual return

0.00%

17.72%-17.7pp

32.23%-32.2pp

169.23%-169.2pp

Employer contribution / active EE

$1,029

$2,105-51.1%

$5,501-81.3%

$1,963-47.6%

Participant deferral / active EE

$1,960

$2,204-11.1%

$4,871-59.8%

$3,054-35.8%

Admin fee / account holder

$105

$418-75.0%

$13,028-99.2%

$504-79.2%

Provider

Service type

Compensation

CHAIRVOLOTTI FINANCIAL1+ years

Service code 27

631 SOUTH ORLANDO AVE. · WINTER PARK, FL 32789

Advisory (Plan)

$13,079

HOSPICE OF ST. FRANCIS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOSPICE OF ST. FRANCIS 401(K) 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