Retirement plan

SMOKY MOUNTAIN HOME HEALTH & HOSPICE, INC. 401(K) PROFIT SHARING PLAN

Name: SMOKY MOUNTAIN HOME HEALTH & HOSPICE INC - SMOKY MOUNTAIN HOME HEALTH & HOSPICE, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: SMOKY MOUNTAIN HOME HEALTH & HOSPICE INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SMOKY MOUNTAIN HOME HEALTH & HOSPICE, INC. 401(K) PROFIT SHARING PLAN, SMOKY MOUNTAIN HOME HEALTH & HOSPICE INC

SMOKY MOUNTAIN HOME HEALTH & HOSPICE INCEIN 62-1569683Plan #002PY 2017

222 HERITAGE BLVD. P O BOX 754, P O BOX 754 - NEWPORT, TN 37821423-623-0233

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9M

+17.3% from 2016

Total participants

219

+6.8% from 2016

Average account balance

$41,200

+9.8% from 2016

Annual return

12.91%

+4.51 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

$12.21M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

237

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.

98.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$622K

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

+23.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$259

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 1 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY2+ years Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600	Recordkeeping	$174

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$26K

$167 / participant

Contract admin$26K100.0%

% of EOY assets

0.291%

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: VOILES & COMPANY, PC
Auditor EIN: 621250663
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,200

$55,453-25.7%

$170,435-75.8%

$62,293-33.9%

Participation rate

99.4%

66.4%+33.0pp

83.6%+15.8pp

69.5%+29.8pp

Annual return

12.91%

21.38%-8.5pp

205.94%-193.0pp

28.90%-16.0pp

Employer contribution / active EE

$2,564

$2,164+18.5%

$5,432-52.8%

$2,042+25.6%

Participant deferral / active EE

$1,841

$2,303-20.1%

$4,939-62.7%

$3,169-41.9%

Admin fee / account holder

$120

$455-73.7%

$13,881-99.1%

$479-75.0%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY2+ years

Service code 15 · EIN 01-0233346

P.O. BOX 600 · BUFFALO, NY 142010600

Recordkeeping

$174

SMOKY MOUNTAIN HOME HEALTH & HOSPICE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SMOKY MOUNTAIN HOME HEALTH & HOSPICE, INC. 401(K) PROFIT SHARING 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