Retirement plan

COLUMBUS COMMUNITY HOSPITAL 401(K) SAVINGS PLAN

Name: COLUMBUS COMMUNITY HOSPITAL - COLUMBUS COMMUNITY HOSPITAL 401(K) SAVINGS PLAN (2017) Form 5500
Creator: COLUMBUS COMMUNITY HOSPITAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLUMBUS COMMUNITY HOSPITAL 401(K) SAVINGS PLAN, COLUMBUS COMMUNITY HOSPITAL

COLUMBUS COMMUNITY HOSPITALEIN 74-1394418Plan #001PY 2017

110 SHULT DRIVE - COLUMBUS, TX 78934979-732-2371

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.2M

+21.9% from 2016

Total participants

168

0.0% from 2016

Average account balance

$53,124

+16.3% from 2016

Annual return

17.46%

+8.79 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.64M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

179

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.

83.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$981K

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

+15.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$268

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
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850	Recordkeeping	$1,261
ENVESTNET RETIREMENT SOLUTIONS, LLC2 years Service code 28 · EIN 61-1732930	Investment Management	$0

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$10K

$74 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.128%

all-in expense ratio

Categories reported

0 / 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: DURBIN & COMPANY, LLP
Auditor EIN: 752570395
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,124

$55,453-4.2%

$170,435-68.8%

$62,293-14.7%

Participation rate

90.1%

66.4%+23.8pp

83.6%+6.5pp

69.5%+20.6pp

Annual return

17.46%

21.38%-3.9pp

205.94%-188.5pp

28.90%-11.4pp

Employer contribution / active EE

$1,899

$2,164-12.2%

$5,432-65.0%

$2,042-7.0%

Participant deferral / active EE

$3,511

$2,303+52.5%

$4,939-28.9%

$3,169+10.8%

Admin fee / account holder

$68

$455-85.1%

$13,881-99.5%

$479-85.8%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Filed as: MASSMUTUAL LIFE INSURANCE CO.

Service code 15 · EIN 04-1590850

Recordkeeping

$1,261

ENVESTNET RETIREMENT SOLUTIONS, LLC2 years

Service code 28 · EIN 61-1732930

Investment Management

COLUMBUS COMMUNITY HOSPITAL 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLUMBUS COMMUNITY HOSPITAL 401(K) SAVINGS 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