PlanOptica
Retirement plan

MAYO 403(B) MATCHING PLAN

MAYO CLINICEIN 41-6011702Plan #004PY 2015
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200 FIRST STREET SW - ROCHESTER, MN 55905507-284-0126mayoclinic.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
4 filings
#001Retirement-$7.28B assets#002Retirement-$4.06B assets#003Retirement--#005Retirement--
Prospect flagsRecently cancelled planLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor & administrator signer
WILLIAM BROWN
Signed 03/31/2016 (sponsor) / 03/31/2016 (admin)
(507) 284-0126
How to read this page

Summary metrics

Total assets (EOY)
$0
No prior year
Total participants
0
No prior year
Average account balance
$0
No prior year
Annual return
-97.42%
No prior year

Benchmarks

See 896 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Cohort896 peers
Snapshot2015
Participant deferral / active EE
$0
median $1,069
Employer contribution / active EE
$0
median $395
Participation rate
0.0%
median 67.7%
Avg account balance
$0
median $86,923
Admin fee / account holder
$0
median $1,130
Annual return
-97.42%
median -0.68%
Overall peer rank
2nd percentileavg across 6 metrics

Analytics

Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 3 by compensation
ProviderService typeCompensation
FINANACIAL ENGINES1+ years
Service code 27 · EIN 77-0473565
Advisory (Plan)
$2,623
FIDELITY INV INST CO, INC1+ years
Service code 60
Sub-TA Fees
$0
FIDELITY INV INST OP CO, INC1+ years
Service code 37 · EIN 04-2647786
Loan Processing
-$21

Top hat statement on fileNQDC

Filed April 30, 2013 (most recent of 4 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes2L2R2G
Plan features
  • 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.
  • 2L
    Code section 403(b)(1) arrangement
    Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
  • 2R
    Participant-directed brokerage accounts
    Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

3 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

  • InformationalRecently cancelled plan

    Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II
Admin total
$1K
  • Other / not subdivided$1K100.0%
% of EOY assets
-
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
RSM US LLP
Auditor EIN
420714325
Audit fees
(not subdivided)
Opinion code
Disclaimer