Retirement plan

HOPE HOSPICE AND COMMUNITY SERVICES INC RETIREMENT PLAN

Name: HOPE HOSPICE AND COMMUNITY SERVICES INC - HOPE HOSPICE AND COMMUNITY SERVICES INC RETIREMENT PLAN (2018) Form 5500
Creator: HOPE HOSPICE AND COMMUNITY SERVICES INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOPE HOSPICE AND COMMUNITY SERVICES INC RETIREMENT PLAN, HOPE HOSPICE AND COMMUNITY SERVICES INC

HOPE HOSPICE AND COMMUNITY SERVICES INCEIN 59-2128697Plan #001PY 2018

9470 HEALTHPARK CIRCLE - FT. MYERS, FL 33908239-322-5334

Other plans on this EIN

1 filing

#002Retirement-$16.1M assets

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed June 26, 2013 (most recent of 2 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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How to read this page

Total assets (EOY)

$8.2M

-12.3% from 2017

Total participants

695

-8.2% from 2017

Average account balance

$12,947

-17.3% from 2017

Annual return

-6.59%

-22.10 pp from 2017

Benchmarks

See 3,850 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,850 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$12.88M

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

531

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.25M

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

+11.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$56

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
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$23,104
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: CASE PEARLMAN RETIREMENT PLAN ADVIS Service code 28 7780 CAMBRIDGE MANOR PL · FORT MYERS, FL 33907	Investment Management	$18,924
CLARKE LANZEN SKALLA INVESTMENT FIR4+ years Service code 28 17605 WRIGHT ST. · OMAHA, NE 68130	Investment Management	$6,772
PENSION FINANCIAL SERVICES, INC.4+ years Filed as: PENSION FINANCIAL SVCS., INC Service code 13 3700 CRESTWOOD PKWY · DULUTH, GA 30096	Contract Administrator	$6,386
PENSION FINANCIAL SERVICES, INC.1 year Filed as: PENSION FINANCIAL SVCS INC. Service code 13	Contract Administrator	$4,597
PENSION FINANCIAL SERVICES, INC.3 years Filed as: PENSION FINANCIAL SVCS INC Service code 13	Contract Administrator	$2,069

Plan features & details

Pension benefit codes2A2G2R2T3D

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).
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.
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.
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

$49K

$71 / participant

Investment mgmt$26K54.3%
Contract admin$15K31.0%
Other / not subdivided$7K14.6%

% of EOY assets

0.594%

all-in expense ratio

Categories reported

2 / 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: CLIFTONLANSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$12,947

$37,196-65.2%

$154,107-91.6%

$55,725-76.8%

Participation rate

90.6%

64.1%+26.5pp

83.0%+7.6pp

70.9%+19.8pp

Annual return

-6.59%

1319.68%-1326.3pp

735.12%-741.7pp

244.93%-251.5pp

Employer contribution / active EE

$1,463

$1,614-9.4%

$5,298-72.4%

$2,078-29.6%

Participant deferral / active EE

$2,068-100.0%

$5,081-100.0%

$3,356-100.0%

Admin fee / account holder

$77

$102-24.3%

$13,411-99.4%

$115-33.2%

Provider

Service type

Compensation

NATIONWIDE4+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$23,104

EPIC RETIREMENT PLAN SERVICES4+ years

Filed as: CASE PEARLMAN RETIREMENT PLAN ADVIS

Service code 28

7780 CAMBRIDGE MANOR PL · FORT MYERS, FL 33907

Investment Management

$18,924

CLARKE LANZEN SKALLA INVESTMENT FIR4+ years

Service code 28

17605 WRIGHT ST. · OMAHA, NE 68130

Investment Management

$6,772

PENSION FINANCIAL SERVICES, INC.4+ years

Filed as: PENSION FINANCIAL SVCS., INC

Service code 13

3700 CRESTWOOD PKWY · DULUTH, GA 30096

Contract Administrator

$6,386

PENSION FINANCIAL SERVICES, INC.1 year

Filed as: PENSION FINANCIAL SVCS INC.

Service code 13

Contract Administrator

$4,597

PENSION FINANCIAL SERVICES, INC.3 years

Filed as: PENSION FINANCIAL SVCS INC

Service code 13

Contract Administrator

$2,069

HOPE HOSPICE AND COMMUNITY SERVICES INC RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOPE HOSPICE AND COMMUNITY SERVICES INC RETIREMENT 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