Retirement plan

TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN

Name: TALLAHASSEE MEMORIAL HEALTHCARE INC - TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN (2016) Form 5500
Creator: TALLAHASSEE MEMORIAL HEALTHCARE INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN, TALLAHASSEE MEMORIAL HEALTHCARE INC

TALLAHASSEE MEMORIAL HEALTHCARE INCEIN 59-1917016Plan #002PY 2016

1207 TMH COURT - TALLAHASSEE, FL 32308850-431-5250tmh.orgLinkedIn5001-10000 employeeshospital & health care

Other plans on this EIN

3 filings

#001Retirement-$399.2M assets #004Retirement-$97.5M assets #003Retirement-$961K assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed January 27, 2012 (most recent of 4 filings on file)

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)

$92.7M

-13.4% from 2016

Total participants

5,464

-8.8% from 2016

Average account balance

$21,500

-5.3% from 2016

Annual return

9.80%

-12.25 pp from 2016

Benchmarks

See 1,286 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,286 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$193.43M

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

4,455

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.

61.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13.64M

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

+13.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$55

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
ORCHARD HILLS CONSULTING, LLC2+ years Service code 16 · EIN 20-0847307	Consulting	$27,205
DWIGHT MILLER1 year Service code 16 · EIN 21-3660969	Consulting	$15,282
MSL, P.A.1 year Filed as: MOORE STEPHENS LOVELACE, P.A. Service code 10 · EIN 59-3070669	Accounting	$12,341
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS Service code 16 · EIN 13-2646110	Consulting	$7,000
TRANSAMERICA RETIREMENT SOLUTIONS2+ years Service code 12 · EIN 13-3689044	Participant loan processing; Float re...	$3,559
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2F2G2K2T3H

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.
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.
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

$68K

$15 / participant

Investment mgmt$49K72.5%
Other / not subdivided$19K27.5%

% of EOY assets

0.074%

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: MOORE STEPHENS LOVELACE, P.A.
Auditor EIN: 593070669
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,500

$37,213-42.2%

$156,551-86.3%

$63,975-66.4%

Participation rate

74.4%

65.0%+9.4pp

84.0%-9.6pp

71.1%+3.3pp

Annual return

9.80%

47.89%-38.1pp

32.23%-22.4pp

48.65%-38.8pp

Employer contribution / active EE

$2,073

$1,357+52.8%

$5,501-62.3%

$2,182-5.0%

Participant deferral / active EE

$2,070-100.0%

$4,871-100.0%

$3,356-100.0%

Admin fee / account holder

$16

$56-71.9%

$13,028-99.9%

$70-77.5%

Provider

Service type

Compensation

ORCHARD HILLS CONSULTING, LLC2+ years

Service code 16 · EIN 20-0847307

Consulting

$27,205

DWIGHT MILLER1 year

Service code 16 · EIN 21-3660969

Consulting

$15,282

MSL, P.A.1 year

Filed as: MOORE STEPHENS LOVELACE, P.A.

Service code 10 · EIN 59-3070669

Accounting

$12,341

THE SEGAL COMPANY1 year

Filed as: SEGAL ADVISORS

Service code 16 · EIN 13-2646110

Consulting

$7,000

TRANSAMERICA RETIREMENT SOLUTIONS2+ years

Service code 12 · EIN 13-3689044

Participant loan processing; Float re...

$3,559

NATIONAL FINANCIAL SERVICES2+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS 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