Retirement plan

SOUTH BIG HORN HOSPITAL DISTRICT 401(K) RETIREMENT PLAN

Name: SOUTH BIG HORN COUNTY HOSPITAL DISTRICT - SOUTH BIG HORN HOSPITAL DISTRICT 401(K) RETIREMENT PLAN (2022) Form 5500
Creator: SOUTH BIG HORN COUNTY HOSPITAL DISTRICT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTH BIG HORN HOSPITAL DISTRICT 401(K) RETIREMENT PLAN, SOUTH BIG HORN COUNTY HOSPITAL DISTRICT

SOUTH BIG HORN COUNTY HOSPITAL DISTRICTdba THREE RIVERS HEALTHEIN 83-0181409Plan #001PY 2022

388 US HIGHWAY 20 S - BASIN, WY 82410307-568-1423LinkedIn51-200 employeesmedical practice

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$940K

-19.1% from 2021

Total participants

-2.4% from 2021

Average account balance

$18,078

-23.7% from 2021

Annual return

-16.23%

-27.58 pp from 2021

Benchmarks

See 19,706 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,706 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.29M

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$223K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2415

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$264K

$4332 / participant

Other / not subdivided$264K100.0%

% of EOY assets

28.107%

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

$18,078

$73,848-75.5%

$143,799-87.4%

$68,486-73.6%

Participation rate

49.2%

66.7%-17.5pp

80.3%-31.1pp

67.9%-18.7pp

Annual return

-16.23%

0.91%-17.1pp

-0.04%-16.2pp

-7.85%-8.4pp

Employer contribution / active EE

$1,447

$3,184-54.6%

$4,952-70.8%

$2,597-44.3%

Participant deferral / active EE

$2,343

$3,385-30.8%

$5,638-58.4%

$4,028-41.8%

Admin fee / account holder

$5,081

$5,755-11.7%

$14,677-65.4%

$5,404-6.0%

SOUTH BIG HORN HOSPITAL DISTRICT 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTH BIG HORN HOSPITAL DISTRICT 401(K) 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