Retirement plan

COMMUNITY HEALTH CENTERS, INC. 401(K) PLAN

Name: COMMUNITY HEALTH CENTERS, INC. - COMMUNITY HEALTH CENTERS, INC. 401(K) PLAN (2016) Form 5500
Creator: COMMUNITY HEALTH CENTERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY HEALTH CENTERS, INC. 401(K) PLAN, COMMUNITY HEALTH CENTERS, INC.

COMMUNITY HEALTH CENTERS, INC.EIN 74-2412898Plan #003PY 2016

220 WEST 7200 SOUTH, SUITE A - MIDVALE, UT 84047801-412-6920chc-ut.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$14.1M

+15.6% from 2015

Total participants

220

+15.2% from 2015

Average account balance

$64,093

+0.4% from 2015

Annual return

9.27%

+9.16 pp from 2015

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$32.18M

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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.

217

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.

84.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.08M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$379

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
GLOBAL RETIREMENT PARTNERS LLC1 year Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118	Advisory (Plan)	$32,364
TRANSAMERICA RETIREMENT SOLUTIONS1 year Service code 15 · EIN 13-3689044	Recordkeeping	$19,285

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

$51K

$332 / participant

Other / not subdivided$51K100.0%

% of EOY assets

0.360%

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: WSRP, LLC
Auditor EIN: 870517754
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,093

$46,732+37.1%

$156,551-59.1%

$55,167+16.2%

Participation rate

100.0%

65.8%+34.2pp

84.0%+16.0pp

69.0%+31.0pp

Annual return

9.27%

17.72%-8.5pp

32.23%-23.0pp

169.23%-160.0pp

Employer contribution / active EE

$4,825

$2,105+129.2%

$5,501-12.3%

$1,963+145.8%

Participant deferral / active EE

$2,461

$2,204+11.6%

$4,871-49.5%

$3,054-19.4%

Admin fee / account holder

$231

$418-44.9%

$13,028-98.2%

$504-54.2%

Provider

Service type

Compensation

GLOBAL RETIREMENT PARTNERS LLC1 year

Filed as: GLOBAL RETIREMENT PARTNERS

Service code 27 · EIN 47-1411118

Advisory (Plan)

$32,364

TRANSAMERICA RETIREMENT SOLUTIONS1 year

Service code 15 · EIN 13-3689044

Recordkeeping

$19,285

COMMUNITY HEALTH CENTERS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY HEALTH CENTERS, INC. 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