Retirement plan

CHRIST COMMUNITY HEALTH SERVICES 401(K) PLAN

Name: CHRIST COMMUNITY HEALTH SERVICES - CHRIST COMMUNITY HEALTH SERVICES 401(K) PLAN (2024) Form 5500
Creator: CHRIST COMMUNITY HEALTH SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHRIST COMMUNITY HEALTH SERVICES 401(K) PLAN, CHRIST COMMUNITY HEALTH SERVICES

CHRIST COMMUNITY HEALTH SERVICESEIN 62-1583270Plan #001PY 2024

2670 UNION AVENUE, SUITE 1000 - MEMPHIS, TN 38112901-260-8552LinkedIn1-10 employeescosmetics

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$8.4M

+19.6% from 2023

Total participants

513

-0.2% from 2023

Average account balance

$33,268

+17.7% from 2023

Annual return

13.29%

-4.47 pp from 2023

Benchmarks

See 4,134 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,134 peers

Snapshot2024

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$8.42M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

253

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.

40.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.42M

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

+13.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$150

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.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
BURLEIGH CONSULTING GROUP2 years Service code 49 · EIN 62-0842964 465 JACK KRAMER DRIVE, SUITE 2 · MEMPHIS, TN 38117	Other Services	$23,492
VOYA RETIREMENT INSURANCE & ANNUITY2 years Filed as: VOYA RETIREMENT INS AND ANN CO Service code 27 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067	Advisory (Plan)	$14,350
DUNCAN WILLIAMS ASSET MANAGEMENT3 years Filed as: DUNCAN WILLIAMS ASSET MGMT Service code 26 · EIN 47-3030907 6263 POPLAR AVENUE · MEMPHIS, TN 38119	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2K3D

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.
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.
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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$38K

$87 / participant

Contract admin$14K37.9%
Other / not subdivided$23K62.1%

% of EOY assets

0.450%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BDMP ASSURANCE, LLP
Auditor EIN: 994708358
Audit fees: (not subdivided)
Opinion code: Unqualified

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,268

$50,820-34.5%

$155,567-78.6%

$77,671-57.2%

Participation rate

40.1%

63.1%-23.0pp

78.2%-38.1pp

70.6%-30.5pp

Annual return

13.29%

34.85%-21.6pp

64.74%-51.5pp

31.21%-17.9pp

Employer contribution / active EE

$1,122

$1,993-43.7%

$4,674-76.0%

$2,726-58.9%

Participant deferral / active EE

$2,156

$2,823-23.6%

$5,628-61.7%

$4,648-53.6%

Admin fee / account holder

$150

$436-65.7%

$15,916-99.1%

$430-65.2%

Provider

Service type

Compensation

BURLEIGH CONSULTING GROUP2 years

Service code 49 · EIN 62-0842964

465 JACK KRAMER DRIVE, SUITE 2 · MEMPHIS, TN 38117

Other Services

$23,492

VOYA RETIREMENT INSURANCE & ANNUITY2 years

Filed as: VOYA RETIREMENT INS AND ANN CO

Service code 27 · EIN 71-0294708

PO BOX 990067 · HARTFORD, CT 061990067

Advisory (Plan)

$14,350

DUNCAN WILLIAMS ASSET MANAGEMENT3 years

Filed as: DUNCAN WILLIAMS ASSET MGMT

Service code 26 · EIN 47-3030907

6263 POPLAR AVENUE · MEMPHIS, TN 38119

Advisory (Participants)

CHRIST COMMUNITY HEALTH SERVICES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHRIST COMMUNITY HEALTH SERVICES 401(K) 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