Retirement plan

OSS ORTHOPAEDIC HOSPITAL, LLC 401(K) PLAN & TRUST

Name: OSS ORTHOPAEDIC HOSPITAL, LLC - OSS ORTHOPAEDIC HOSPITAL, LLC 401(K) PLAN & TRUST (2016) Form 5500
Creator: OSS ORTHOPAEDIC HOSPITAL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OSS ORTHOPAEDIC HOSPITAL, LLC 401(K) PLAN & TRUST, OSS ORTHOPAEDIC HOSPITAL, LLC

OSS ORTHOPAEDIC HOSPITAL, LLCEIN 80-0458999Plan #002PY 2016

1855 POWDER MILL ROAD - YORK, PA 174024723717-848-4800

Other plans on this EIN

1 filing

#004Retirement-$6.8M assets

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$32.5M

+3.2% from 2015

Total participants

553

+11.5% from 2015

Average account balance

$64,957

+2.3% from 2015

Annual return

6.10%

+7.43 pp from 2015

Benchmarks

See 3,733 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,733 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$80.28M

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

955

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.

90.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.58M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+10.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$142

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
COUNSEL TRUST COMPANY2+ years Filed as: COUNSEL TRUST Service code 21 · EIN 03-0446670 224 ST. CHARLES WAY, STE.100 · YORK, PA 17402	Bank Trustee	$82,138
RETIREMENT DIRECT2+ years Service code 64 · EIN 91-2076699 11120 TREYNORTH DRIVE, SUITE B · CORNELIUS, NC 28031	Recordkeeping Fees	$24,878
ECA INVESTMENT GROUP, INC.2+ years Service code 27 · EIN 23-2565337 224 ST. CHARLES WAY, STE.100 · YORK, PA 17402	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2A2E2G2J2K3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$107K

$241 / participant

Investment mgmt$82K76.8%
Other / not subdivided$25K23.2%

% of EOY assets

0.329%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: RKL LLP
Auditor EIN: 232108173
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,957

$36,916+76.0%

$156,549-58.5%

$57,658+12.7%

Participation rate

88.1%

63.4%+24.6pp

84.0%+4.0pp

70.2%+17.8pp

Annual return

6.10%

12.38%-6.3pp

32.23%-26.1pp

5.13%+1.0pp

Employer contribution / active EE

$4,752

$1,571+202.6%

$5,501-13.6%

$1,974+140.8%

Participant deferral / active EE

$3,181

$1,926+65.2%

$4,871-34.7%

$3,061+3.9%

Admin fee / account holder

$214

$82+159.5%

$13,027-98.4%

$95+126.4%

Provider

Service type

Compensation

COUNSEL TRUST COMPANY2+ years

Filed as: COUNSEL TRUST

Service code 21 · EIN 03-0446670

224 ST. CHARLES WAY, STE.100 · YORK, PA 17402

Bank Trustee

$82,138

RETIREMENT DIRECT2+ years

Service code 64 · EIN 91-2076699

11120 TREYNORTH DRIVE, SUITE B · CORNELIUS, NC 28031

Recordkeeping Fees

$24,878

ECA INVESTMENT GROUP, INC.2+ years

Service code 27 · EIN 23-2565337

224 ST. CHARLES WAY, STE.100 · YORK, PA 17402

Advisory (Plan)

OSS ORTHOPAEDIC HOSPITAL, LLC 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OSS ORTHOPAEDIC HOSPITAL, LLC 401(K) PLAN & TRUST

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