Retirement plan

WHITE RIVER HEALTH SYSTEM 401(K) PLAN

Name: WHITE RIVER HEALTH SYSTEM, INC. - WHITE RIVER HEALTH SYSTEM 401(K) PLAN (2019) Form 5500
Creator: WHITE RIVER HEALTH SYSTEM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WHITE RIVER HEALTH SYSTEM 401(K) PLAN, WHITE RIVER HEALTH SYSTEM, INC.

WHITE RIVER HEALTH SYSTEM, INC.EIN 71-0411459Plan #001PY 2019

1710 HARRISON STREET - BATESVILLE, AR 72501870-262-1252

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed January 18, 2006

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$74.9M

+22.1% from 2018

Total participants

1,755

+1.5% from 2018

Average account balance

$54,532

+15.2% from 2018

Annual return

20.55%

+24.34 pp from 2018

Benchmarks

See 1,326 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,326 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$104.80M

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

1,193

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.

59.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.37M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$85

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
EDWARD JONES3 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131	Advisory (Plan)	$96,411
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287	Directed Trustee	$41,424
THE WELCH GROUP1 year Filed as: WELCH, COUCH & COMPANY PA Service code 10 · EIN 82-4555287 PO BOX 2094 · BATESVILLE, AR 72503	Accounting	$9,800
FRIDAY ELDREDGE & CLARK2 years Filed as: FRIDAY, ELDREDGE & CLARK LLP Service code 29 400 W CAPITAL AVE STE 2000 · LITTLE ROCK, AR 72201	Legal	$3,639

Plan features & details

Pension benefit codes2E2F2G2J2K2T

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.
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.
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.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$151K

$97 / participant

Contract admin$151K100.0%

% of EOY assets

0.202%

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: HENDERSON HUTCHERSON & MCCULOUGH
Auditor EIN: 621114363
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,532

$47,456+14.9%

$172,755-68.4%

$77,775-29.9%

Participation rate

75.5%

66.3%+9.2pp

82.6%-7.1pp

73.2%+2.3pp

Annual return

20.55%

35.57%-15.0pp

802.94%-782.4pp

32.58%-12.0pp

Employer contribution / active EE

$1,553

$1,574-1.4%

$5,144-69.8%

$2,504-38.0%

Participant deferral / active EE

$2,701

$2,560+5.5%

$5,198-48.0%

$3,966-31.9%

Admin fee / account holder

$110

$81+36.3%

$13,955-99.2%

$100+10.1%

Provider

Service type

Compensation

EDWARD JONES3 years

Service code 27

12555 MANCHESTER RD · ST LOUIS, MO 63131

Advisory (Plan)

$96,411

AMERICAN FUNDS1 year

Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS.

Service code 25 · EIN 82-4555287

Directed Trustee

$41,424

THE WELCH GROUP1 year

Filed as: WELCH, COUCH & COMPANY PA

Service code 10 · EIN 82-4555287

PO BOX 2094 · BATESVILLE, AR 72503

Accounting

$9,800

FRIDAY ELDREDGE & CLARK2 years

Filed as: FRIDAY, ELDREDGE & CLARK LLP

Service code 29

400 W CAPITAL AVE STE 2000 · LITTLE ROCK, AR 72201

Legal

$3,639

WHITE RIVER HEALTH SYSTEM 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WHITE RIVER HEALTH SYSTEM 401(K) PLAN

Top hat statement on fileNQDC

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