Retirement plan

RURAL HEALTH RESOURCES OF JACKSON COUNTY INC. DBA HOLTON COMMUNITY HOSPITAL EMPLOYEES PENSION PLAN

Name: RURAL HEALTH RESOURCES OF JACKSON COUNTY INC. - RURAL HEALTH RESOURCES OF JACKSON COUNTY INC. DBA HOLTON COMMUNITY HOSPITAL EMPLOYEES PENSION PLAN (2015) Form 5500
Creator: RURAL HEALTH RESOURCES OF JACKSON COUNTY INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RURAL HEALTH RESOURCES OF JACKSON COUNTY INC. DBA HOLTON COMMUNITY HOSPITAL EMPLOYEES PENSION PLAN, RURAL HEALTH RESOURCES OF JACKSON COUNTY INC.

RURAL HEALTH RESOURCES OF JACKSON COUNTY INC.dba HOLTON COMMUNITY HOSPITALEIN 74-2826278Plan #006PY 2015

1110 COLUMBINE DR - HOLTON, KS 66436785-364-2116LinkedIn51-200 employeesmedical devices

Other plans on this EIN

1 filing

#007Retirement-$2.8M assets

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$1.6M

No prior year

Total participants

161

No prior year

Average account balance

$15,988

No prior year

Annual return

0.02%

No prior year

Benchmarks

See 4,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort4,452 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.15M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

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.

138.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$847

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

0 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
AMERICAN UNITED LIFE INSURANCE CO1+ years Service code 15 · EIN 35-0145825	Recordkeeping	$17,056

Plan features & details

Pension benefit codes2C2G2K2T3F

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$7 / participant

Contract admin$1K100.0%

% of EOY assets

0.068%

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: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,988

$46,360-65.5%

$147,617-89.2%

$52,331-69.4%

Participation rate

57.9%

64.9%-7.0pp

84.6%-26.7pp

68.1%-10.2pp

Annual return

0.02%

1.62%-1.6pp

61.98%-62.0pp

4.54%-4.5pp

Employer contribution / active EE

$1,084

$2,126-49.0%

$5,564-80.5%

$1,882-42.4%

Participant deferral / active EE

$2,258-100.0%

$4,895-100.0%

$3,022-100.0%

Admin fee / account holder

$11

$766-98.6%

$11,612-99.9%

$592-98.1%

Provider

Service type

Compensation

AMERICAN UNITED LIFE INSURANCE CO1+ years

Service code 15 · EIN 35-0145825

Recordkeeping

$17,056

RURAL HEALTH RESOURCES OF JACKSON COUNTY INC. DBA HOLTON COMMUNITY HOSPITAL EMPLOYEES PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RURAL HEALTH RESOURCES OF JACKSON COUNTY INC. DBA HOLTON COMMUNITY HOSPITAL EMPLOYEES PENSION 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