Retirement plan

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

Name: OSS ORTHOPAEDIC HOSPITAL, LLC - OSS ORTHOPAEDIC HOSPITAL, LLC 401(K) PLAN & TRUST (2017) 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 2017

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

Other plans on this EIN

2 filings

#005Retirement-$2.4M assets #004Retirement-$1.4M assets

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$42.9M

+32.2% from 2016

Total participants

595

+7.6% from 2016

Average account balance

$72,146

+11.1% from 2016

Annual return

21.94%

+15.84 pp from 2016

Benchmarks

See 3,813 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,813 peers

Snapshot2017

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

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

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
ABERNATHY GROUP1 year Service code 26 17 STATE STREET, 16TH FLOOR · NEW YORK, NY 10004	Advisory (Participants)	$58,918
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930	Recordkeeping	$6,545
ASCENSUS LLC1 year Filed as: ASCENSUS CONSULTING Service code 13 5750 CASTLE CREEK · INDIANAPOLIS, IN 46250	Contract Administrator	$560

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

$76K

$150 / participant

Investment mgmt$76K99.0%
Other / not subdivided$7831.0%

% of EOY assets

0.178%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$72,146

$46,173+56.3%

$170,435-57.7%

$69,631+3.6%

Participation rate

100.0%

63.9%+36.1pp

83.6%+16.4pp

70.7%+29.3pp

Annual return

21.94%

21.62%+0.3pp

205.94%-184.0pp

27571.02%-27549.1pp

Employer contribution / active EE

$5,693

$1,610+253.7%

$5,432+4.8%

$2,032+180.1%

Participant deferral / active EE

$3,142

$2,080+51.1%

$4,939-36.4%

$3,224-2.5%

Admin fee / account holder

$128

$116+10.8%

$13,881-99.1%

$110+16.3%

Provider

Service type

Compensation

ABERNATHY GROUP1 year

Service code 26

17 STATE STREET, 16TH FLOOR · NEW YORK, NY 10004

Advisory (Participants)

$58,918

THE VANGUARD GROUP, INC.1 year

Filed as: THE VANGUARD GROUP

Service code 15 · EIN 23-1945930

Recordkeeping

$6,545

ASCENSUS LLC1 year

Filed as: ASCENSUS CONSULTING

Service code 13

5750 CASTLE CREEK · INDIANAPOLIS, IN 46250

Contract Administrator

$560

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