Retirement plan
EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN
EMORY HEALTHCARE, INC.EIN 58-2137993Plan #002PY 2022
550 PEACHTREE STREET, WW ORR BLDG. STE 719 - ATLANTA, GA 303082247404-686-6044emoryhealthcare.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
2 filingsProspect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordSummary metrics
Total assets (EOY)
$2067.8M
-9.9% from 2016
Total participants
33,851
+28.6% from 2016
Average account balance
$64,856
-32.5% from 2016
Annual return
-14.43%
-5.95 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants>=10,000
Cohort237 peers
Snapshot2022
57
Participant deferral / active EE
$5,060
median $4,382
71
Employer contribution / active EE
$3,378
median $1,922
57
Participation rate
90.6%
median 86.2%
69
Avg account balance
$64,856
median $51,383
59
Admin fee / account holder
$42
median $48
69
Annual return
-14.43%
median -15.58%
Overall peer rank
64of 100
64th 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 2 by compensation
| Provider | Service type | Compensation |
|---|---|---|
FRAZIER & DEETER, LLC8+ years Service code 10 · EIN 58-1433845 1230 PEACHTREE STREET, N.E. · ATLANTA, GA 30309 | Accounting | $37,600 |
Service code 28 · EIN 45-3812777 8401 GREENWAY BLVD STE 212 · MIDDLETON, WI 53562 | Investment Management | $6,555 |
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.
Plan features & details
Pension benefit codes2E2F2G2L2M2R
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants 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.
- 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.
- 2RParticipant-directed brokerage accountsParticipant-directed brokerage accounts provided as an investment option under the plan.
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$1.4M
$65 / participant
- Other / not subdivided$1M100.0%
% of EOY assets
0.066%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- FRAZIER & DEETER, LLC
- Auditor EIN
- 581433845
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified