Retirement plan

ARKANSAS SURGICAL HOSPITAL, LLC 401(K) PLAN

Name: ARKANSAS SURGICAL HOSPITAL - ARKANSAS SURGICAL HOSPITAL, LLC 401(K) PLAN (2018) Form 5500
Creator: ARKANSAS SURGICAL HOSPITAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARKANSAS SURGICAL HOSPITAL, LLC 401(K) PLAN, ARKANSAS SURGICAL HOSPITAL

ARKANSAS SURGICAL HOSPITALEIN 71-0858717Plan #001PY 2018

5201 NORTHSHORE DRIVE - NORTH LITTLE ROCK, AR 72118501-748-8000arksurgicalhospital.comLinkedIn201-500 employeeshospital & health care

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$8.6M

-5.7% from 2017

Total participants

248

+32.6% from 2017

Average account balance

$45,814

-28.7% from 2017

Annual return

-7.15%

-24.96 pp from 2017

Benchmarks

See 5,259 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,259 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.84M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

192

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.

46.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.17M

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

+12.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$357

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
NATIONWIDE4+ years Service code 19 · EIN 31-4156830	Securities Custodian	$65,339
NATIONAL BENEFIT SERVICES, LLC1 year Filed as: NATIONAL BENEFIT SERVICES Service code 37 · EIN 20-3886993	Loan Processing	$15,256

Plan features & details

Pension benefit codes2E2G2J2K3D

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.
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$81K

$386 / participant

Contract admin$81K100.0%

% of EOY assets

0.936%

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: BKD CPA'S & ADVISORS
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,814

$47,977-4.5%

$154,108-70.3%

$56,289-18.6%

Participation rate

71.3%

66.2%+5.1pp

83.0%-11.7pp

69.9%+1.4pp

Annual return

-7.15%

3.54%-10.7pp

735.21%-742.4pp

-9.96%+2.8pp

Employer contribution / active EE

$2,343

$2,169+8.0%

$5,298-55.8%

$2,111+11.0%

Participant deferral / active EE

$3,032

$2,392+26.8%

$5,081-40.3%

$3,350-9.5%

Admin fee / account holder

$429

$438-2.1%

$13,411-96.8%

$521-17.7%

Provider

Service type

Compensation

NATIONWIDE4+ years

Service code 19 · EIN 31-4156830

Securities Custodian

$65,339

NATIONAL BENEFIT SERVICES, LLC1 year

Filed as: NATIONAL BENEFIT SERVICES

Service code 37 · EIN 20-3886993

Loan Processing

$15,256

ARKANSAS SURGICAL HOSPITAL, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARKANSAS SURGICAL HOSPITAL, LLC 401(K) 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