Retirement plan

RETIREMENT PLAN FOR EMPLOYEES OF PIKEVILLE MEDICAL CENTER, INC.

Name: PIKEVILLE MEDICAL CENTER, INC. - RETIREMENT PLAN FOR EMPLOYEES OF PIKEVILLE MEDICAL CENTER, INC. (2018) Form 5500
Creator: PIKEVILLE MEDICAL CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIREMENT PLAN FOR EMPLOYEES OF PIKEVILLE MEDICAL CENTER, INC., PIKEVILLE MEDICAL CENTER, INC.

PIKEVILLE MEDICAL CENTER, INC.EIN 61-0458376Plan #002PY 2018

911 BYPASS ROAD - PIKEVILLE, KY 41501606-218-3504pmcky.orgLinkedIn1001-5000 employeeshospital & health care

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed October 22, 2008 (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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Total assets (EOY)

$91.8M

+1.2% from 2017

Total participants

2,877

-3.5% from 2017

Average account balance

$34,536

+4.2% from 2017

Annual return

-4.75%

-20.65 pp from 2017

Benchmarks

See 1,316 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,316 peers

Snapshot2018

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$173.69M

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

2,211

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.

50.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13.81M

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

+13.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$191

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 8 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.4+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$46,591
DWS FUNDS1 year Service code 52 · EIN 13-3241232	Indirect Investment Fees	$0
HARBOR2 years Service code 52 · EIN 34-1953393	Indirect Investment Fees	$0
INVESCO2 years Service code 52 · EIN 94-2362417	Indirect Investment Fees	$0
JOHN HANCOCK LIFE INSURANCE COMPANY2 years Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774	Indirect Investment Fees	$0
LEGG MASON2 years Service code 52 · EIN 95-2705767	Indirect Investment Fees	$0
PRINCIPAL INVESTORS2 years Service code 52 · EIN 91-1801401	Indirect Investment Fees	$0
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2M2L2F2G3F2T

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$47K

$19 / participant

Contract admin$46K99.2%
Other / not subdivided$3750.8%

% of EOY assets

0.051%

all-in expense ratio

Categories reported

1 / 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: PYA, P.C.
Auditor EIN: 621517792
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,536

$45,382-23.9%

$154,107-77.6%

$75,289-54.1%

Participation rate

90.8%

65.9%+24.9pp

83.0%+7.8pp

72.4%+18.4pp

Annual return

-4.75%

-0.47%-4.3pp

735.12%-739.9pp

-0.04%-4.7pp

Employer contribution / active EE

$1,450

$1,533-5.4%

$5,298-72.6%

$2,405-39.7%

Participant deferral / active EE

$3,752

$2,384+57.4%

$5,081-26.2%

$3,739+0.3%

Admin fee / account holder

$18

$89-80.4%

$13,411-99.9%

$102-82.9%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.4+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$46,591

DWS FUNDS1 year

Service code 52 · EIN 13-3241232

Indirect Investment Fees

HARBOR2 years

Service code 52 · EIN 34-1953393

Indirect Investment Fees

INVESCO2 years

Service code 52 · EIN 94-2362417

Indirect Investment Fees

JOHN HANCOCK LIFE INSURANCE COMPANY2 years

Filed as: JOHN HANCOCK

Service code 52 · EIN 04-3279774

Indirect Investment Fees

LEGG MASON2 years

Service code 52 · EIN 95-2705767

Indirect Investment Fees

PRINCIPAL INVESTORS2 years

Service code 52 · EIN 91-1801401

Indirect Investment Fees

WELLS FARGO BANK, N.A.2 years

Filed as: WELLS FARGO

Service code 52 · EIN 41-0449260

Indirect Investment Fees

RETIREMENT PLAN FOR EMPLOYEES OF PIKEVILLE MEDICAL CENTER, INC.

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETIREMENT PLAN FOR EMPLOYEES OF PIKEVILLE MEDICAL CENTER, INC.

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