Retirement plan

OKLAHOMA SURGICAL HOSPITAL, LLC 401(K) PLAN

Name: OKLAHOMA SURGICAL HOSPITAL, LLC - OKLAHOMA SURGICAL HOSPITAL, LLC 401(K) PLAN (2016) Form 5500
Creator: OKLAHOMA SURGICAL HOSPITAL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OKLAHOMA SURGICAL HOSPITAL, LLC 401(K) PLAN, OKLAHOMA SURGICAL HOSPITAL, LLC

OKLAHOMA SURGICAL HOSPITAL, LLCEIN 73-1573733Plan #002PY 2016

2408 E. 81ST STREET, SUITE 300 - TULSA, OK 74137918-477-5052surgicalhospitalok.netLinkedIn501-1000 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$13.2M

+12.2% from 2015

Total participants

366

-14.7% from 2015

Average account balance

$36,170

+3.9% from 2015

Annual return

7.31%

+4.83 pp from 2015

Benchmarks

See 3,733 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,733 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$33.66M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

422

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.46M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19

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
EMPLOYEE BENEFITS GROUP, LLC2+ years Service code 13 · EIN 73-1554797	Contract Administrator	$15,396
MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 52 · EIN 04-1590850	Indirect Investment Fees	$4,930

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$11K

$35 / participant

Contract admin$11K100.0%

% of EOY assets

0.083%

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: HOGAN TAYLOR
Auditor EIN: 731413977
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,170

$36,916-2.0%

$156,551-76.9%

$57,658-37.3%

Participation rate

100.0%

63.4%+36.6pp

84.0%+16.0pp

70.2%+29.8pp

Annual return

7.31%

12.38%-5.1pp

32.23%-24.9pp

5.13%+2.2pp

Employer contribution / active EE

$2,086

$1,571+32.8%

$5,501-62.1%

$1,974+5.7%

Participant deferral / active EE

$3,303

$1,926+71.5%

$4,871-32.2%

$3,061+7.9%

Admin fee / account holder

$30

$82-63.7%

$13,028-99.8%

$95-68.4%

Provider

Service type

Compensation

EMPLOYEE BENEFITS GROUP, LLC2+ years

Service code 13 · EIN 73-1554797

Contract Administrator

$15,396

MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years

Filed as: MASS MUTUAL LIFE INSURANCE CO.

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$4,930

OKLAHOMA SURGICAL HOSPITAL, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OKLAHOMA 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