Retirement plan

HILLVIEW MENTAL HEALTH CENTER, INC. 401(K) DEFINED CONTRIBUTION PLAN

Name: HILLVIEW MENTAL HEALTH CENTER, INC. - HILLVIEW MENTAL HEALTH CENTER, INC. 401(K) DEFINED CONTRIBUTION PLAN (2017) Form 5500
Creator: HILLVIEW MENTAL HEALTH CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HILLVIEW MENTAL HEALTH CENTER, INC. 401(K) DEFINED CONTRIBUTION PLAN, HILLVIEW MENTAL HEALTH CENTER, INC.

HILLVIEW MENTAL HEALTH CENTER, INC.EIN 95-3928411Plan #005PY 2017

12450 VAN NUYS BLVD., STE 200 - PACOIMA, CA 913311393818-896-1161LinkedIn11-50 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.5M

+22.9% from 2016

Total participants

136

-6.8% from 2016

Average account balance

$30,370

+26.0% from 2016

Annual return

14.15%

+10.24 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.04M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

126.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$226K

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

+12.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5466

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

Top 1 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY1 year Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201	Recordkeeping	$988

Plan features & details

Pension benefit codes2E2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$4K

$40 / participant

Contract admin$3K73.6%
Other / not subdivided$98826.4%

% of EOY assets

0.106%

all-in expense ratio

Categories reported

1 / 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: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,370

$84,236-63.9%

$170,435-82.2%

$70,126-56.7%

Participation rate

78.7%

70.8%+7.9pp

83.6%-4.9pp

69.5%+9.2pp

Annual return

14.15%

23.06%-8.9pp

205.94%-191.8pp

73.15%-59.0pp

Employer contribution / active EE

$1,746

$3,387-48.4%

$5,432-67.9%

$2,343-25.5%

Participant deferral / active EE

$2,425

$3,086-21.4%

$4,939-50.9%

$3,332-27.2%

Admin fee / account holder

$32

$5,698-99.4%

$13,881-99.8%

$4,645-99.3%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY1 year

Filed as: JOHN HANCOCK USA

Service code 15 · EIN 01-0233346

PO BOX 600 · BUFFALO, NY 14201

Recordkeeping

$988

HILLVIEW MENTAL HEALTH CENTER, INC. 401(K) DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HILLVIEW MENTAL HEALTH CENTER, INC. 401(K) DEFINED CONTRIBUTION 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