Retirement plan

DIRNE COMMUNITY HEALTH CENTER 403(B) PLAN

Name: DIRNE COMMUNITY HEALTH CENTER - DIRNE COMMUNITY HEALTH CENTER 403(B) PLAN (2017) Form 5500
Creator: DIRNE COMMUNITY HEALTH CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIRNE COMMUNITY HEALTH CENTER 403(B) PLAN, DIRNE COMMUNITY HEALTH CENTER

DIRNE COMMUNITY HEALTH CENTEREIN 94-3036820Plan #002PY 2017

P.O. BOX 3648 - COEUR DALENE, ID 83816208-292-0292myheritagehealth.orgLinkedIn201-500 employeeshospital & health care

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$1.6M

+67.9% from 2016

Total participants

317

-0.6% from 2016

Average account balance

-100.0% from 2016

Annual return

28.76%

-9.91 pp from 2016

Benchmarks

See 808 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort808 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.63M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

389

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.

27.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.18M

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

+22.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$288

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
AMERICAN FUNDS3+ years Filed as: CAPITAL BANK AND TRUST Service code 15 P.O. BOX 6040 · INDIANAPOLIS, ID 462066040	Recordkeeping	$750
CHAD M. BOREMAN3+ years Filed as: CHAD A. ROLAND Service code 27 16201 EAST INDIANA AVE., STE. 1750 · SPOKANE VALLEY, WA 99216	Advisory (Plan)	$0
PROFESSIONAL BENEFIT SERVICES3+ years Service code 49 · EIN 93-0998477 1193 ROYVONNE AVE S, SUITE 22 · SALEM, OR 97302	Other Services	$0

Plan features & details

Pension benefit codes2F2G2K2L3D

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.
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$1K

$4 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.072%

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: CLIFTONLARSONALLEN, LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,100-100.0%

$86,582-100.0%

$69,631-100.0%

Participation rate

0.0%

67.2%-67.2pp

73.5%-73.5pp

70.7%-70.7pp

Annual return

28.76%

21.02%+7.7pp

965.08%-936.3pp

27571.02%-27542.3pp

Employer contribution / active EE

$471

$1,850-74.5%

$2,839-83.4%

$2,032-76.8%

Participant deferral / active EE

$1,169

$2,432-51.9%

$3,609-67.6%

$3,224-63.7%

Admin fee / account holder

$94-100.0%

$4,904-100.0%

$110-100.0%

Provider

Service type

Compensation

AMERICAN FUNDS3+ years

Filed as: CAPITAL BANK AND TRUST

Service code 15

P.O. BOX 6040 · INDIANAPOLIS, ID 462066040

Recordkeeping

$750

CHAD M. BOREMAN3+ years

Filed as: CHAD A. ROLAND

Service code 27

16201 EAST INDIANA AVE., STE. 1750 · SPOKANE VALLEY, WA 99216

Advisory (Plan)

PROFESSIONAL BENEFIT SERVICES3+ years

Service code 49 · EIN 93-0998477

1193 ROYVONNE AVE S, SUITE 22 · SALEM, OR 97302

Other Services

DIRNE COMMUNITY HEALTH CENTER 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIRNE COMMUNITY HEALTH CENTER 403(B) 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