Retirement plan

403(B) THRIFT PLAN OF CENTRAL OKLAHOMA FAMILY MEDICAL CENTER, INC.

Name: CENTRAL OKLAHOMA FAMILY MEDICAL CENTER, INC. - 403(B) THRIFT PLAN OF CENTRAL OKLAHOMA FAMILY MEDICAL CENTER, INC. (2019) Form 5500
Creator: CENTRAL OKLAHOMA FAMILY MEDICAL CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF CENTRAL OKLAHOMA FAMILY MEDICAL CENTER, INC., CENTRAL OKLAHOMA FAMILY MEDICAL CENTER, INC.

CENTRAL OKLAHOMA FAMILY MEDICAL CENTER, INC.EIN 73-1223304Plan #002PY 2019

527 W 3RD ST - KONAWA, OK 748491415580-925-3286cofmc.comLinkedIn1-10 employees

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$154K

No prior year

Total participants

No prior year

Average account balance

$3,427

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 18,455 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,455 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$7.90M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

290

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.

76.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.74M

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

+18.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13

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

See the 7-year trajectory. $4.99 for your first month.

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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 codes2F2G2T3D

Plan features

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.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$244

$5 / participant

Other / not subdivided$244100.0%

% of EOY assets

0.158%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$3,427

$85,202-96.0%

$172,739-98.0%

$72,985-95.3%

Participation rate

95.7%

70.1%+25.6pp

82.6%+13.0pp

69.5%+26.2pp

Annual return

0.00%

27.32%-27.3pp

802.84%-802.8pp

81.00%-81.0pp

Employer contribution / active EE

$3,324-100.0%

$5,143-100.0%

$2,440-100.0%

Participant deferral / active EE

$2,564

$3,260-21.3%

$5,198-50.7%

$3,607-28.9%

Admin fee / account holder

$5,884-99.9%

$13,954-100.0%

$5,124-99.9%

403(B) THRIFT PLAN OF CENTRAL OKLAHOMA FAMILY MEDICAL CENTER, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF CENTRAL OKLAHOMA FAMILY MEDICAL CENTER, INC.

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