Retirement plan

HOSPICE OF ST. FRANCIS 401(K) PLAN

Name: HOSPICE OF ST FRANCIS - HOSPICE OF ST. FRANCIS 401(K) PLAN (2017) 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 2017

1250-B GRUMMAN PLACE - TITUSVILLE, FL 327807927321-269-4240LinkedIn1-10 employeeshospital & health care

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$3.9M

+29.3% from 2016

Total participants

243

+25.3% from 2016

Average account balance

$24,526

+2.3% from 2016

Annual return

21.18%

+21.18 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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 2 by compensation

Provider	Service type	Compensation
CHAIRVOLOTTI FINANCIAL2+ years Service code 27 631 SOUTH ORLANDO AVE. · WINTER PARK, FL 32789	Advisory (Plan)	$24,851
CPI QUALIFIED PLAN CONSULTANTS, INC1 year Service code 12 · EIN 48-1205033	Claims processing; Float revenue; Rec...	$2,450

Plan features & details

Pension benefit codes2F2G2J2T3D2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$32K

$161 / participant

Investment mgmt$25K77.3%
Contract admin$7K22.7%

% of EOY assets

0.830%

all-in expense ratio

Categories reported

2 / 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

$24,526

$55,453-55.8%

$170,435-85.6%

$62,293-60.6%

Participation rate

57.5%

66.4%-8.9pp

83.6%-26.1pp

69.5%-12.0pp

Annual return

21.18%

21.38%-0.2pp

205.94%-184.8pp

28.90%-7.7pp

Employer contribution / active EE

$1,296

$2,164-40.1%

$5,432-76.1%

$2,042-36.5%

Participant deferral / active EE

$2,455

$2,303+6.6%

$4,939-50.3%

$3,169-22.5%

Admin fee / account holder

$204

$455-55.3%

$13,881-98.5%

$479-57.5%

Provider

Service type

Compensation

CHAIRVOLOTTI FINANCIAL2+ years

Service code 27

631 SOUTH ORLANDO AVE. · WINTER PARK, FL 32789

Advisory (Plan)

$24,851

CPI QUALIFIED PLAN CONSULTANTS, INC1 year

Service code 12 · EIN 48-1205033

Claims processing; Float revenue; Rec...

$2,450

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