Retirement plan

ACCESS FAMILY HEALTH SERVICES RETIREMENT PLAN

Name: ACCESS FAMILY HEALTH SERVICES, INC. - ACCESS FAMILY HEALTH SERVICES RETIREMENT PLAN (2018) Form 5500
Creator: ACCESS FAMILY HEALTH SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACCESS FAMILY HEALTH SERVICES RETIREMENT PLAN, ACCESS FAMILY HEALTH SERVICES, INC.

ACCESS FAMILY HEALTH SERVICES, INC.EIN 64-0612902Plan #001PY 2018

63450 HIGHWAY 25 NORTH, PO BOX 179 - SMITHVILLE, MS 38870662-651-4686

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.7M

+21.8% from 2017

Total participants

+6.0% from 2017

Average account balance

$77,887

+9.6% from 2017

Annual return

18.15%

+1.84 pp from 2017

Benchmarks

See 18,166 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,166 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.65M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

105

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.

92.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$637K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5322

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 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

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

$153K

$2588 / participant

Other / not subdivided$153K100.0%

% of EOY assets

3.268%

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

$77,887

$76,000+2.5%

$154,111-49.5%

$64,186+21.3%

Participation rate

81.4%

70.4%+10.9pp

83.0%-1.7pp

69.6%+11.8pp

Annual return

18.15%

30.32%-12.2pp

735.15%-717.0pp

7.63%+10.5pp

Employer contribution / active EE

$2,405

$3,351-28.2%

$5,298-54.6%

$2,381+1.0%

Participant deferral / active EE

$2,283

$3,175-28.1%

$5,081-55.1%

$3,470-34.2%

Admin fee / account holder

$2,545

$5,596-54.5%

$13,411-81.0%

$4,888-47.9%

ACCESS FAMILY HEALTH SERVICES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACCESS FAMILY HEALTH SERVICES RETIREMENT 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