Retirement plan

LANDMARK HEALTHCARE, INC. 401(K) PLAN

Name: LANDMARK HEALTHCARE, INC. - LANDMARK HEALTHCARE, INC. 401(K) PLAN (2017) Form 5500
Creator: LANDMARK HEALTHCARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LANDMARK HEALTHCARE, INC. 401(K) PLAN, LANDMARK HEALTHCARE, INC.

LANDMARK HEALTHCARE, INC.EIN 75-2828885Plan #001PY 2017

3455 NORTHEAST LOOP 820 - FORT WORTH, TX 76137817-529-2141landmarkhc.comLinkedIn51-200 employeeshospital & health care

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$881K

+38.4% from 2016

Total participants

-1.9% from 2016

Average account balance

$30,391

+24.1% from 2016

Annual return

22.99%

+16.49 pp from 2016

Benchmarks

See 9,369 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,369 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.60M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

88.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$248K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3624

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2J2T3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$625

$15 / participant

Other / not subdivided$625100.0%

% of EOY assets

0.071%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,391

$54,541-44.3%

$78,778-61.4%

$70,126-56.7%

Participation rate

45.2%

60.8%-15.6pp

69.2%-24.0pp

69.5%-24.3pp

Annual return

22.99%

21.07%+1.9pp

35.62%-12.6pp

73.15%-50.2pp

Employer contribution / active EE

$509

$1,089-53.2%

$1,986-74.4%

$2,343-78.3%

Participant deferral / active EE

$1,823

$2,210-17.5%

$2,958-38.4%

$3,332-45.3%

Admin fee / account holder

$22

$3,709-99.4%

$5,134-99.6%

$4,645-99.5%

LANDMARK HEALTHCARE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LANDMARK HEALTHCARE, 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