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Retirement plan

EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN

EMORY HEALTHCARE, INC.EIN 58-2137993Plan #002PY 2015
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550 PEACHTREE STREET, WW ORR BLDG. STE 719 - ATLANTA, GA 303082247404-686-6044emoryhealthcare.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
1 filing
#001Retirement-$195.2M assets
Prospect flagsLow participation

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(404) 686-6044
Plan administrator signer
WILLIAM J. APICELLI
Signed 10/17/2016
How to read this page

Summary metrics

Total assets (EOY)
$1096.1M
-9.9% from 2016
Total participants
46,811
+28.6% from 2016
Average account balance
$46,965
-32.5% from 2016
Annual return
1.85%
-5.95 pp from 2016

Benchmarks

See 182 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants>=10,000
Cohort182 peers
Snapshot2015
Participant deferral / active EE
$1,399
median $2,716
Employer contribution / active EE
$1,042
median $1,045
Participation rate
35.6%
median 71.6%
Avg account balance
$46,965
median $41,617
Admin fee / account holder
-$4
median $28
Annual return
1.85%
median 1.22%
Overall peer rank
52nd percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$2.77B
Average account balance
Total assets / participants with a balance (line 6g)
$81K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
34,169
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
55.6%
Contributions (total)
Employer and participant dollars contributed each year
$216.99M
Contributions per participant
Average employer and participant contribution per enrolled participant
$6K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+13.91%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$31
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 3 by compensation
ProviderService typeCompensation
VANGUARD GROUP, INC.1+ years
Service code 15 · EIN 23-1945930
Recordkeeping
$61,485
FRAZIER & DEETER, LLC1+ years
Service code 16 · EIN 58-1433845
1230 PEACHTREE STREET, N.E. · ATLANTA, GA 30309
Consulting
$18,600
TIAA-CREF FINANCIAL SERVICES1+ years
Service code 64 · EIN 13-1624203
Recordkeeping Fees
$15,427

Top hat statement on fileNQDC

Filed December 22, 2010 (most recent of 2 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 codes2E2F2G2K2L2M2R2T
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 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.
  • 2M
    Code section 403(b)(7) accounts
    Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
  • 2R
    Participant-directed brokerage accounts
    Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

Opportunity flags

1 tripped
  • OpportunityLow participation

    Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II
Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

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
FRAZIER & DEETER, LLC
Auditor EIN
581433845
Audit fees
(not subdivided)
Opinion code
Disclaimer