Retirement plan
MAYO COMMUNITY 403(B) PLAN
MAYO CLINICEIN 41-6011702Plan #005PY 2015
200 FIRST STREET SW - ROCHESTER, MN 55905mayoclinic.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
4 filingsProspect flagsRecently cancelled planLow returnsWind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan sponsor & administrator signer
WILLIAM BROWN
Signed 03/31/2016
Summary metrics
Total assets (EOY)
$0
No prior year
Total participants
0
No prior year
Average account balance
$0
No prior year
Annual return
-94.39%
No prior year
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants<25
Cohort102,327 peers
Snapshot2015
0
Participant deferral / active EE
$0
median $4,680
0
Employer contribution / active EE
$0
median $3,216
0
Participation rate
0.0%
median 100.0%
0
Avg account balance
$0
median $90,046
0
Admin fee / account holder
$0
median $581
1
Annual return
-94.39%
median -1.54%
Overall peer rank
1of 100
1st 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 4 by compensation
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $33,109 |
FIDELITY INV INST OP CO, INC.1+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,757 |
FIDELITY INV INST CO, INC1+ years Service code 60 | Sub-TA Fees | $0 |
FIDELITY INV INST OP CO, INC1+ years Service code 60 | Sub-TA Fees | $0 |
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.
Plan features & details
Pension benefit codes2L2M
Plan features
- 2LCode section 403(b)(1) arrangementPlan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
- 2MCode section 403(b)(7) accountsPlan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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
$38K
- Other / not subdivided$38K100.0%
% 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