Retirement plan

403(B) THRIFT PLAN OF YOLO HOSPICE, INC.

Name: YOLO HOSPICE, INC. - 403(B) THRIFT PLAN OF YOLO HOSPICE, INC. (2018) Form 5500
Creator: YOLO HOSPICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF YOLO HOSPICE, INC., YOLO HOSPICE, INC.

YOLO HOSPICE, INC.EIN 94-2597528Plan #002PY 2018

PO BOX 1014 - DAVIS, CA 956171014530-758-5566

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.2M

+0.7% from 2017

Total participants

-14.8% from 2017

Average account balance

$35,242

-20.4% from 2017

Annual return

-3.96%

-20.69 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.00M

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

133

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.

47.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$387K

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

+12.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP2 years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$360

Plan features & details

Pension benefit codes2F2G2S2T

Plan features

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$271K

$4038 / participant

Other / not subdivided$271K100.0%

% of EOY assets

8.435%

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

$35,242

$75,962-53.6%

$154,108-77.1%

$64,173-45.1%

Participation rate

98.5%

70.4%+28.1pp

83.0%+15.5pp

69.6%+28.9pp

Annual return

-3.96%

30.32%-34.3pp

735.21%-739.2pp

7.63%-11.6pp

Employer contribution / active EE

$1,337

$3,350-60.1%

$5,298-74.8%

$2,381-43.8%

Participant deferral / active EE

$4,890

$3,175+54.0%

$5,081-3.8%

$3,470+40.9%

Admin fee / account holder

$2,973

$5,589-46.8%

$13,411-77.8%

$4,887-39.2%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2 years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$360

403(B) THRIFT PLAN OF YOLO HOSPICE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF YOLO HOSPICE, INC.

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