Retirement plan

HOSPICE OF YUMA RETIREMENT PLAN

Name: HOSPICE OF YUMA - HOSPICE OF YUMA RETIREMENT PLAN (2024) Form 5500
Creator: HOSPICE OF YUMA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOSPICE OF YUMA RETIREMENT PLAN, HOSPICE OF YUMA

HOSPICE OF YUMAEIN 86-0409708Plan #001PY 2024

1824 SOUTH 8TH AVENUE - YUMA, AZ 853645517928-343-2222LinkedIn51-200 employeeshospital & health care

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.9M

+58.4% from 2023

Total participants

+10.6% from 2023

Average account balance

$42,128

+49.1% from 2023

Annual return

41.53%

+38.69 pp from 2023

Benchmarks

See 21,710 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,710 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.86M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

147.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$309K

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

+41.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$297

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 codes2E2F2G2J2D3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$20K

$438 / participant

Other / not subdivided$20K100.0%

% of EOY assets

0.704%

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

$42,128

$81,331-48.2%

$155,534-72.9%

$80,935-47.9%

Participation rate

89.1%

66.3%+22.9pp

78.2%+10.9pp

67.7%+21.5pp

Annual return

41.53%

33.37%+8.2pp

64.92%-23.4pp

35.66%+5.9pp

Employer contribution / active EE

$3,322

$3,105+7.0%

$4,675-28.9%

$2,757+20.5%

Participant deferral / active EE

$3,402

$3,454-1.5%

$5,630-39.6%

$4,299-20.9%

Admin fee / account holder

$297

$7,999-96.3%

$15,900-98.1%

$6,924-95.7%

HOSPICE OF YUMA RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOSPICE OF YUMA 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