Retirement plan

EMPLOYEE BENEFIT PLAN OF HOSPICE MAUI, INC.

Name: HOSPICE MAUI, INC. - EMPLOYEE BENEFIT PLAN OF HOSPICE MAUI, INC. (2018) Form 5500
Creator: HOSPICE MAUI, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF HOSPICE MAUI, INC., HOSPICE MAUI, INC.

HOSPICE MAUI, INC.EIN 99-0215149Plan #002PY 2018

400 MAHALANI ST - WAILUKU, HI 967932547808-244-5555hospicemaui.orgLinkedIn51-200 employeeshospital & health care

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$772K

+53.7% from 2017

Total participants

+3.8% from 2017

Average account balance

$14,288

+45.2% from 2017

Annual return

31.48%

+11.72 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

$3.94M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

100

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.

122.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$493K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+16.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3598

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2T3D

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).
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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$89K

$1813 / participant

Other / not subdivided$89K100.0%

% of EOY assets

11.516%

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

$14,288

$75,962-81.2%

$154,108-90.7%

$64,173-77.7%

Participation rate

98.0%

70.4%+27.5pp

83.0%+14.9pp

69.6%+28.4pp

Annual return

31.48%

30.32%+1.2pp

735.21%-703.7pp

7.63%+23.8pp

Employer contribution / active EE

$1,721

$3,350-48.6%

$5,298-67.5%

$2,381-27.7%

Participant deferral / active EE

$2,291

$3,175-27.8%

$5,081-54.9%

$3,470-34.0%

Admin fee / account holder

$1,645

$5,589-70.6%

$13,411-87.7%

$4,887-66.3%

EMPLOYEE BENEFIT PLAN OF HOSPICE MAUI, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF HOSPICE MAUI, 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