Retirement plan

DIGNITY HEALTH 401(K) PLAN

Name: DIGNITY HEALTH - DIGNITY HEALTH 401(K) PLAN (2019) Form 5500
Creator: DIGNITY HEALTH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIGNITY HEALTH 401(K) PLAN, DIGNITY HEALTH

DIGNITY HEALTHEIN 94-1196203Plan #017PY 2019

185 BERRY ST, SUITE 300 - SAN FRANCISCO, CA 941071728415-438-5500dignityhealth.orgLinkedIn10001+ employeeshospital & health care

Other plans on this EIN

1 filing

#020Retirement-$87.3M assets

Prospect flagsFailed to provide benefit

How to read this page

Total assets (EOY)

$87.3M

+13.6% from 2018

Total participants

1,880

+30.0% from 2018

Average account balance

$51,298

-13.3% from 2018

Annual return

21.46%

-40.80 pp from 2018

Benchmarks

See 3,878 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,878 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$87.26M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

1,701

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.

76.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.80M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+21.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$46

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 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL5+ years Service code 37 · EIN 04-2647786	Loan Processing	$69,622
WALTERS & SKLYAR LLP1 year Filed as: WALTERS & SKLYAR Service code 16 21031 VENTURA BLVD. #401 · WOODLAND HILLS, CA 91361	Consulting	$8,000

Plan features & details

Pension benefit codes2E2G2J2K2R2T3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.

Expense breakdown

Schedule H Part II

Admin total

$78K

$104 / participant

Other / not subdivided$78K100.0%

% of EOY assets

0.089%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WALTERS & SKLYAR LLP
Auditor EIN: 475677171
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$51,298

$62,928-18.5%

$172,753-70.3%

$67,582-24.1%

Participation rate

76.0%

64.5%+11.6pp

82.6%-6.6pp

71.3%+4.8pp

Annual return

21.46%

30.36%-8.9pp

803.00%-781.5pp

378.57%-357.1pp

Employer contribution / active EE

$1,350

$1,636-17.5%

$5,144-73.7%

$2,148-37.1%

Participant deferral / active EE

$2,400

$2,145+11.9%

$5,198-53.8%

$3,539-32.2%

Admin fee / account holder

$46

$167-72.5%

$13,956-99.7%

$142-67.8%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL5+ years

Service code 37 · EIN 04-2647786

Loan Processing

$69,622

WALTERS & SKLYAR LLP1 year

Filed as: WALTERS & SKLYAR

Service code 16

21031 VENTURA BLVD. #401 · WOODLAND HILLS, CA 91361

Consulting

$8,000

DIGNITY HEALTH 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIGNITY HEALTH 401(K) 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