Retirement plan

EMPLOYEE BENEFIT PLAN OF HOSPICE OF WEST ALABAMA, INC.

Name: HOSPICE OF WEST ALABAMA, INC. - EMPLOYEE BENEFIT PLAN OF HOSPICE OF WEST ALABAMA, INC. (2016) Form 5500
Creator: HOSPICE OF WEST ALABAMA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF HOSPICE OF WEST ALABAMA, INC., HOSPICE OF WEST ALABAMA, INC.

HOSPICE OF WEST ALABAMA, INC.EIN 63-0799225Plan #005PY 2016

3851 LOOP RD - TUSCALOOSA, AL 35404205-523-0101hospiceofwestal.comLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.9M

+13.1% from 2015

Total participants

+4.5% from 2015

Average account balance

$32,860

+13.1% from 2015

Annual return

8.52%

-2.42 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.99M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

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.

137.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$278K

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

+18.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4083

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

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2C2J

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$106K

$1426 / participant

Other / not subdivided$106K100.0%

% of EOY assets

3.608%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,860

$77,638-57.7%

$156,551-79.0%

$62,881-47.7%

Participation rate

94.6%

71.2%+23.4pp

84.0%+10.6pp

69.3%+25.3pp

Annual return

8.52%

50.33%-41.8pp

32.23%-23.7pp

20.14%-11.6pp

Employer contribution / active EE

$999

$3,444-71.0%

$5,501-81.8%

$2,281-56.2%

Participant deferral / active EE

$2,008

$3,046-34.1%

$4,871-58.8%

$3,203-37.3%

Admin fee / account holder

$1,185

$5,561-78.7%

$13,028-90.9%

$4,296-72.4%

EMPLOYEE BENEFIT PLAN OF HOSPICE OF WEST ALABAMA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF HOSPICE OF WEST ALABAMA, INC.

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