Retirement plan

OROHEALTH CORPORATION RETIREMENT PLAN

Name: OROHEALTH CORPORATION - OROHEALTH CORPORATION RETIREMENT PLAN (2016) Form 5500
Creator: OROHEALTH CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OROHEALTH CORPORATION RETIREMENT PLAN, OROHEALTH CORPORATION

OROHEALTH CORPORATIONEIN 94-2994776Plan #002PY 2016

2767 OLIVE HWY - OROVILLE, CA 95966530-532-8537

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$19.6M

+11.2% from 2015

Total participants

931

0.0% from 2015

Average account balance

$21,559

+11.5% from 2015

Annual return

5.53%

+6.70 pp from 2015

Benchmarks

See 3,733 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,733 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$26.55M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

984

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.

44.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$276

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
POLYCOMP ADMINISTRATIVE SERVICES2+ years Service code 28 · EIN 95-2889854	Investment Management	$35,155
KCOE ISOM, LLP2+ years Service code 10 · EIN 48-0567703	Accounting	$16,000
MORGAN STANLEY SMITH BARNEY2+ years Filed as: SMITH BARNEY Service code 28 · EIN 13-2919773	Investment Management	$0

Plan features & details

Pension benefit codes2A2E3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$165K

$188 / participant

Investment mgmt$114K69.1%
Contract admin$35K21.3%
Other / not subdivided$16K9.7%

% of EOY assets

0.846%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KCOE ISOM, LLP
Auditor EIN: 480567703
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,559

$36,916-41.6%

$156,551-86.2%

$57,658-62.6%

Participation rate

97.3%

63.4%+33.8pp

84.0%+13.3pp

70.2%+27.0pp

Annual return

5.53%

12.38%-6.8pp

32.23%-26.7pp

5.13%+0.4pp

Employer contribution / active EE

$2,078

$1,571+32.3%

$5,501-62.2%

$1,974+5.3%

Participant deferral / active EE

$1,926-100.0%

$4,871-100.0%

$3,061-100.0%

Admin fee / account holder

$182

$82+121.1%

$13,028-98.6%

$95+92.9%

Provider

Service type

Compensation

POLYCOMP ADMINISTRATIVE SERVICES2+ years

Service code 28 · EIN 95-2889854

Investment Management

$35,155

KCOE ISOM, LLP2+ years

Service code 10 · EIN 48-0567703

Accounting

$16,000

MORGAN STANLEY SMITH BARNEY2+ years

Filed as: SMITH BARNEY

Service code 28 · EIN 13-2919773

Investment Management

OROHEALTH CORPORATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OROHEALTH CORPORATION 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