Retirement plan

DRISCOLL FOUNDATION EMPLOYER MATCHING AND RETIREMENT PLAN

Name: DRISCOLL CHILDREN'S HEALTH - DRISCOLL FOUNDATION EMPLOYER MATCHING AND RETIREMENT PLAN (2017) Form 5500
Creator: DRISCOLL CHILDREN'S HEALTH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DRISCOLL FOUNDATION EMPLOYER MATCHING AND RETIREMENT PLAN, DRISCOLL CHILDREN'S HEALTH

DRISCOLL CHILDREN'S HEALTHEIN 74-2577746Plan #003PY 2017

3533 SOUTH ALAMEDA - CORPUS CHRISTI, TX 78401361-883-5471

Other plans on this EIN

1 filing

#002Retirement-$112.1M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$130.8M

+1.7% from 2018

Total participants

2,821

-3.7% from 2018

Average account balance

$48,574

+9.7% from 2018

Annual return

13.60%

+18.56 pp from 2018

Benchmarks

See 217 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants1,000-4,999

Cohort217 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$266.87M

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.

4,498

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.

99.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20.77M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 1 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY1+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346	Recordkeeping	$4,393

Plan features & details

Pension benefit codes2F2G2K

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.
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$2 / participant

Contract admin$4K100.0%

% of EOY assets

0.003%

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: COLLIER, JOHNSON AND WOODS
Auditor EIN: 742520265
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,574

$41,256+17.7%

$86,593-43.9%

$77,958-37.7%

Participation rate

93.9%

63.0%+30.9pp

73.5%+20.4pp

71.6%+22.3pp

Annual return

13.60%

17.67%-4.1pp

965.08%-951.5pp

20.87%-7.3pp

Employer contribution / active EE

$4,637

$1,613+187.5%

$2,840+63.3%

$2,310+100.7%

Participant deferral / active EE

$2,332-100.0%

$3,609-100.0%

$3,537-100.0%

Admin fee / account holder

$71-97.7%

$4,904-100.0%

$97-98.3%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY1+ years

Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC

Service code 15 · EIN 01-0233346

Recordkeeping

$4,393

DRISCOLL FOUNDATION EMPLOYER MATCHING AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DRISCOLL FOUNDATION EMPLOYER MATCHING AND RETIREMENT 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