Retirement plan

UPPER VALLEY COMMUNITY HEALTH SERVICES, INC. 401(K) PROFIT SHARING PLAN

Name: UPPER VALLEY COMMUNITY HEALTH SERVICES, INC. - UPPER VALLEY COMMUNITY HEALTH SERVICES, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: UPPER VALLEY COMMUNITY HEALTH SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UPPER VALLEY COMMUNITY HEALTH SERVICES, INC. 401(K) PROFIT SHARING PLAN, UPPER VALLEY COMMUNITY HEALTH SERVICES, INC.

UPPER VALLEY COMMUNITY HEALTH SERVICES, INC.EIN 82-0527562Plan #001PY 2020

322 E 1ST N - SAINT ANTHONY, ID 83445208-624-4100yourmedicalhome.orgLinkedIn11-50 employeesmedical practice

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$2M

+52.2% from 2019

Total participants

+19.2% from 2019

Average account balance

$29,945

+16.4% from 2019

Annual return

18.97%

-4.62 pp from 2019

Benchmarks

See 18,633 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,633 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.05M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

108

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.

77.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$924K

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

+20.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1188

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$27 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.109%

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

$29,945

$91,179-67.2%

$178,499-83.2%

$79,852-62.5%

Participation rate

69.5%

69.2%+0.3pp

81.9%-12.4pp

69.6%-0.1pp

Annual return

18.97%

24.19%-5.2pp

151.10%-132.1pp

31.72%-12.8pp

Employer contribution / active EE

$2,246

$3,256-31.0%

$5,011-55.2%

$2,471-9.1%

Participant deferral / active EE

$3,204

$3,236-1.0%

$5,202-38.4%

$3,740-14.3%

Admin fee / account holder

$33

$6,749-99.5%

$13,986-99.8%

$5,306-99.4%

UPPER VALLEY COMMUNITY HEALTH SERVICES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UPPER VALLEY COMMUNITY HEALTH SERVICES, INC. 401(K) PROFIT SHARING 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