Retirement plan

COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN

Name: COMMUNITY HEALTH ALLIANCE - COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN (2018) Form 5500
Creator: COMMUNITY HEALTH ALLIANCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN, COMMUNITY HEALTH ALLIANCE

COMMUNITY HEALTH ALLIANCEEIN 81-4104722Plan #001PY 2018

1020 SYMMES ROAD - FAIRFIELD, OH 45014513-896-3458LinkedIn51-200 employeeshospital & health care

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$1.5M

+310.0% from 2017

Total participants

310

+39.6% from 2017

Average account balance

$5,573

+200.3% from 2017

Annual return

257.27%

+217.06 pp from 2017

Benchmarks

See 5,259 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,259 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.58M

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

239

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.

71.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$287K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+11.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$74

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 1 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290	Contract Administrator	$1,921

Plan features & details

Pension benefit codes2L2K2F2G2S2T

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.
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$18 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.242%

all-in expense ratio

Categories reported

0 / 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: BARNES DENNIG
Auditor EIN: 311119890
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$5,573

$47,977-88.4%

$154,111-96.4%

$56,287-90.1%

Participation rate

79.6%

66.2%+13.4pp

83.0%-3.4pp

69.9%+9.7pp

Annual return

257.27%

3.54%+253.7pp

735.18%-477.9pp

-9.96%+267.2pp

Employer contribution / active EE

$671

$2,169-69.0%

$5,298-87.3%

$2,111-68.2%

Participant deferral / active EE

$740

$2,392-69.1%

$5,081-85.4%

$3,350-77.9%

Admin fee / account holder

$13

$438-96.9%

$13,411-99.9%

$521-97.4%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY2+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$1,921

COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY HEALTH ALLIANCE RETIREMENT 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