Retirement plan

LEO N. LEVI MEMORIAL HOSPITAL ASSN. 401(K) RETIREMENT SAVINGS PLAN AND TRUST

Name: LEO N. LEVI MEMORIAL HOSPITAL ASSN. - LEO N. LEVI MEMORIAL HOSPITAL ASSN. 401(K) RETIREMENT SAVINGS PLAN AND TRUST (2018) Form 5500
Creator: LEO N. LEVI MEMORIAL HOSPITAL ASSN.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEO N. LEVI MEMORIAL HOSPITAL ASSN. 401(K) RETIREMENT SAVINGS PLAN AND TRUST, LEO N. LEVI MEMORIAL HOSPITAL ASSN.

LEO N. LEVI MEMORIAL HOSPITAL ASSN.EIN 71-0246565Plan #001PY 2018

300 PROSPECT AVENUE - HOT SPRINGS NATIONAL P, AR 719014097800-264-5384LinkedIn1-10 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

-0.6% from 2017

Total participants

+3.4% from 2017

Average account balance

$22,133

-1.7% from 2017

Annual return

-5.60%

-18.11 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.02M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

95.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$174K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18640

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$94K

$1206 / participant

Other / not subdivided$94K100.0%

% of EOY assets

4.721%

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

$22,133

$75,962-70.9%

$154,108-85.6%

$64,173-65.5%

Participation rate

97.4%

70.4%+27.0pp

83.0%+14.4pp

69.6%+27.9pp

Annual return

-5.60%

30.32%-35.9pp

735.21%-740.8pp

7.63%-13.2pp

Employer contribution / active EE

$817

$3,350-75.6%

$5,298-84.6%

$2,381-65.7%

Participant deferral / active EE

$1,648

$3,175-48.1%

$5,081-67.6%

$3,470-52.5%

Admin fee / account holder

$1,045

$5,589-81.3%

$13,411-92.2%

$4,887-78.6%

LEO N. LEVI MEMORIAL HOSPITAL ASSN. 401(K) RETIREMENT SAVINGS PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEO N. LEVI MEMORIAL HOSPITAL ASSN. 401(K) RETIREMENT SAVINGS PLAN AND TRUST

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