Retirement plan

FIRST CALL 401K PLAN

Name: FIRST CALL HOME HEALTH, LLC - FIRST CALL 401K PLAN (2017) Form 5500
Creator: FIRST CALL HOME HEALTH, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIRST CALL 401K PLAN, FIRST CALL HOME HEALTH, LLC

FIRST CALL HOME HEALTH, LLCEIN 75-3085499Plan #001PY 2017

2608 CASCADIA INDUSTRIAL ST. SE - SALEM, OR 97302503-371-4567firstcallhomehealth.comLinkedIn51-200 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.6M

+38.7% from 2016

Total participants

130

+9.2% from 2016

Average account balance

$16,115

+24.7% from 2016

Annual return

19.17%

+11.14 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

$4.85M

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.

136

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.

75.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$794K

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

+11.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$634

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
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290	Contract Administrator	$9,480
TRUE PRIVATE WEALTH ADVISORS1 year Service code 27 · EIN 90-0883669	Advisory (Plan)	$6,282

Plan features & details

Pension benefit codes2E2K2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing 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.
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.
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.
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

$17K

$139 / participant

Investment mgmt$6K37.6%
Contract admin$10K62.4%

% of EOY assets

1.047%

all-in expense ratio

Categories reported

2 / 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: GROVE, MUELLER AND SWANK
Auditor EIN: 930874157
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,115

$55,453-70.9%

$170,435-90.5%

$62,293-74.1%

Participation rate

74.2%

66.4%+7.8pp

83.6%-9.4pp

69.5%+4.7pp

Annual return

19.17%

21.38%-2.2pp

205.94%-186.8pp

28.90%-9.7pp

Employer contribution / active EE

$870

$2,164-59.8%

$5,432-84.0%

$2,042-57.4%

Participant deferral / active EE

$2,276

$2,303-1.2%

$4,939-53.9%

$3,169-28.2%

Admin fee / account holder

$169

$455-62.9%

$13,881-98.8%

$479-64.8%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY3+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$9,480

TRUE PRIVATE WEALTH ADVISORS1 year

Service code 27 · EIN 90-0883669

Advisory (Plan)

$6,282

FIRST CALL 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FIRST CALL 401K 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