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 (2020) 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, INC.EIN 59-2128697Plan #001PY 2020

9470 HEALTHPARK CIRCLE - FORT MYERS, FL 33908239-322-5334

Other plans on this EIN

1 filing

#002Retirement-$23.7M assets

Prospect flagsLow participant contribution

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.

Open the filing PDF

How to read this page

Total assets (EOY)

$11.4M

+23.0% from 2019

Total participants

767

+14.3% from 2019

Average account balance

$17,145

+22.2% from 2019

Annual return

21.45%

+7.93 pp from 2019

Benchmarks

See 3,872 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,872 peers

Snapshot2020

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

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 10 of 22 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.2 years Service code 49 · EIN 04-1590850	Other Services	$48,867
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: CASE PEARLMAN RETIREMENT PLAN ADVIS Service code 27 · EIN 45-1600395	Advisory (Plan)	$17,244
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
BLACKROCK2 years Service code 52 · EIN 04-6171663	Indirect Investment Fees	$0
THE BANK OF NEW YORK MELLON1 year Filed as: BNY MELLON Service code 52 · EIN 04-3106135	Indirect Investment Fees	$0
COHEN & STEERS2 years Service code 52 · EIN 14-1904657	Indirect Investment Fees	$0
COLUMBIA1 year Service code 52 · EIN 36-3376651	Indirect Investment Fees	$0
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984	Indirect Investment Fees	$0
GOLDMAN SACHS2 years Service code 52 · EIN 46-5215217	Indirect Investment Fees	$0
INVESCO2 years Service code 52 · EIN 13-3955887	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2A2F2G3D2T

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).
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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$66K

$95 / participant

Investment mgmt$57K86.6%
Contract admin$6K8.3%
Other / not subdivided$3K5.0%

% of EOY assets

0.578%

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: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,145

$52,293-67.2%

$178,490-90.4%

$73,409-76.6%

Participation rate

85.7%

65.3%+20.4pp

81.9%+3.8pp

72.2%+13.5pp

Annual return

21.45%

34.75%-13.3pp

151.07%-129.6pp

59.29%-37.8pp

Employer contribution / active EE

$1,580

$1,735-9.0%

$5,011-68.5%

$2,234-29.3%

Participant deferral / active EE

$2,332-100.0%

$5,202-100.0%

$3,805-100.0%

Admin fee / account holder

$99

$127-22.2%

$13,984-99.3%

$158-37.2%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.2 years

Service code 49 · EIN 04-1590850

Other Services

$48,867

EPIC RETIREMENT PLAN SERVICES6+ years

Filed as: CASE PEARLMAN RETIREMENT PLAN ADVIS

Service code 27 · EIN 45-1600395

Advisory (Plan)

$17,244

AMERICAN FUNDS2 years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

BLACKROCK2 years

Service code 52 · EIN 04-6171663

Indirect Investment Fees

THE BANK OF NEW YORK MELLON1 year

Filed as: BNY MELLON

Service code 52 · EIN 04-3106135

Indirect Investment Fees

COHEN & STEERS2 years

Service code 52 · EIN 14-1904657

Indirect Investment Fees

COLUMBIA1 year

Service code 52 · EIN 36-3376651

Indirect Investment Fees

DIMENSIONAL FUND ADVISORS2 years

Service code 52 · EIN 36-3129984

Indirect Investment Fees

GOLDMAN SACHS2 years

Service code 52 · EIN 46-5215217

Indirect Investment Fees

INVESCO2 years

Service code 52 · EIN 13-3955887

Indirect Investment Fees

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