Retirement plan

BRADLEY COUNTY MEDICAL CENTER (TE) RETIREMENT PLAN

Name: BRADLEY COUNTY MEDICAL CENTER - BRADLEY COUNTY MEDICAL CENTER (TE) RETIREMENT PLAN (2024) Form 5500
Creator: BRADLEY COUNTY MEDICAL CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRADLEY COUNTY MEDICAL CENTER (TE) RETIREMENT PLAN, BRADLEY COUNTY MEDICAL CENTER

BRADLEY COUNTY MEDICAL CENTEREIN 71-0797499Plan #002PY 2024

404 SOUTH BRADLEY STREET - WARREN, AR 71671870-226-3731bradleycountymedicalcenter.comLinkedIn201-500 employeeshospital & health care

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$6.6M

+0.3% from 2023

Total participants

176

-13.3% from 2023

Average account balance

$48,558

+10.6% from 2023

Annual return

7.97%

-5.00 pp from 2023

Benchmarks

See 5,993 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,993 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.60M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

136

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.

72.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$572K

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

+7.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$282

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969	Recordkeeping	$18,007
PRIME CAPITAL INVESTMENT ADVISORS2 years Service code 27 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211	Advisory (Plan)	$16,972

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$38K

$264 / participant

Recordkeeping$4K9.1%
Trustee / custodial$3K8.8%
Investment mgmt$17K44.3%
Contract admin$15K37.8%

% of EOY assets

0.581%

all-in expense ratio

Categories reported

4 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WIPFLI LLP
Auditor EIN: 390758449
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,558

$55,470-12.5%

$155,556-68.8%

$74,478-34.8%

Participation rate

72.4%

61.9%+10.5pp

78.2%-5.8pp

67.2%+5.2pp

Annual return

7.97%

269.80%-261.8pp

64.84%-56.9pp

1370.56%-1362.6pp

Employer contribution / active EE

$1,543

$2,267-31.9%

$4,675-67.0%

$2,626-41.2%

Participant deferral / active EE

$2,405

$2,838-15.3%

$5,631-57.3%

$4,350-44.7%

Admin fee / account holder

$282

$1,744-83.8%

$15,885-98.2%

$1,946-85.5%

Provider

Service type

Compensation

NEWPORT GROUP, INC.8 years

Service code 15 · EIN 27-2037969

Recordkeeping

$18,007

PRIME CAPITAL INVESTMENT ADVISORS2 years

Service code 27

6201 COLLEGE BLVD · OVERLAND PARK, KS 66211

Advisory (Plan)

$16,972

BRADLEY COUNTY MEDICAL CENTER (TE) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRADLEY COUNTY MEDICAL CENTER (TE) 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