Retirement plan

ENSEMBLE RETIREMENT SAVINGS PLAN 401(K)

Name: ENSEMBLE HEALTH PARTNERS HOLDINGS, LLC - ENSEMBLE RETIREMENT SAVINGS PLAN 401(K) (2021) Form 5500
Creator: ENSEMBLE HEALTH PARTNERS HOLDINGS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENSEMBLE RETIREMENT SAVINGS PLAN 401(K), ENSEMBLE HEALTH PARTNERS HOLDINGS, LLC

ENSEMBLE HEALTH PARTNERS HOLDINGS, LLCEIN 84-2528019Plan #021PY 2021

11511 REED HARTMAN HIGHWAY - CINCINNATI, OH 45241513-466-2541ensemblehp.comLinkedIn10001+ employeeshospital & health care

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$114.1M

-39.7% from 2021

Total participants

7,588

-8.1% from 2021

Average account balance

$15,550

-20.2% from 2021

Annual return

35.36%

+36.53 pp from 2021

Benchmarks

See 226 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants5,000-9,999

Cohort226 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$269.19M

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

13,498

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.

93.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+20.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$57

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
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Service code 37 · EIN 04-2647786	Loan Processing	$221,644
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524	Advisory (Plan)	$14,393
MERCER1 year Filed as: MERCER INC. Service code 16 · EIN 13-2834414	Consulting	$6,195

Plan features & details

Pension benefit codes2T2E2G2J2K2R

Plan features

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$242K

$36 / participant

Investment mgmt$14K5.9%
Other / not subdivided$228K94.1%

% of EOY assets

0.212%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CASSELL PLAN AUDITS, INC.
Auditor EIN: 462966358
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,550

$69,238-77.5%

$185,854-91.6%

$101,555-84.7%

Participation rate

96.3%

73.5%+22.8pp

81.7%+14.6pp

74.5%+21.8pp

Annual return

35.36%

21.26%+14.1pp

122.12%-86.8pp

21.00%+14.4pp

Employer contribution / active EE

$1,145

$2,104-45.6%

$5,169-77.9%

$2,972-61.5%

Participant deferral / active EE

$3,121

$3,764-17.1%

$5,569-44.0%

$4,874-36.0%

Admin fee / account holder

$33

$66-50.2%

$16,246-99.8%

$139-76.3%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Service code 37 · EIN 04-2647786

Loan Processing

$221,644

STRATEGIC ADVISORS, INC.1 year

Service code 27 · EIN 04-2654524

Advisory (Plan)

$14,393

MERCER1 year

Filed as: MERCER INC.

Service code 16 · EIN 13-2834414

Consulting

$6,195

ENSEMBLE RETIREMENT SAVINGS PLAN 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENSEMBLE RETIREMENT SAVINGS PLAN 401(K)

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