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 (2023) 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 2023

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)

$1.1M

+16.3% from 2022

Total participants

+1.2% from 2022

Average account balance

$21,017

+16.3% from 2022

Annual return

13.81%

+30.04 pp from 2022

Benchmarks

See 20,801 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,801 peers

Snapshot2023

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

$153K

$2688 / participant

Other / not subdivided$153K100.0%

% of EOY assets

14.021%

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

$21,017

$77,908-73.0%

$149,696-86.0%

$75,173-72.0%

Participation rate

43.9%

65.6%-21.7pp

78.8%-34.9pp

67.2%-23.3pp

Annual return

13.81%

31.73%-17.9pp

134.46%-120.6pp

160.72%-146.9pp

Employer contribution / active EE

$1,104

$3,138-64.8%

$4,821-77.1%

$2,671-58.7%

Participant deferral / active EE

$1,987

$3,411-41.8%

$5,682-65.0%

$4,126-51.9%

Admin fee / account holder

$2,947

$5,950-50.5%

$13,212-77.7%

$5,651-47.8%

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