Retirement plan

ENDOWMENT FOR HEALTH 403(B) PLAN

Name: ENDOWMENT FOR HEALTH, INC. - ENDOWMENT FOR HEALTH 403(B) PLAN (2023) Form 5500
Creator: ENDOWMENT FOR HEALTH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENDOWMENT FOR HEALTH 403(B) PLAN, ENDOWMENT FOR HEALTH, INC.

ENDOWMENT FOR HEALTH, INC.EIN 02-0512290Plan #002PY 2023

ONE PILLSBURY STREET, SUITE 301 - CONCORD, NH 03301603-228-2448endowmentforhealth.orgLinkedIn1-10 employeesphilanthropy

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.6M

+20.0% from 2022

Total participants

+12.5% from 2022

Average account balance

$324,341

+20.0% from 2022

Annual return

12.22%

+31.06 pp from 2022

Benchmarks

See 41,776 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,776 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.21M

Not enough data

1 years with asset history on file

Average account balance

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

$401K

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.

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$177K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+10.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$39607

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 codes2F2G2M2L2E

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.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$6K

$907 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.245%

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

$324,341

$96,691+235.4%

$86,656+274.3%

$139,487+132.5%

Participation rate

85.7%

74.4%+11.3pp

71.7%+14.0pp

80.3%+5.4pp

Annual return

12.22%

106.87%-94.6pp

593.09%-580.9pp

373.84%-361.6pp

Employer contribution / active EE

$7,863

$3,267+140.7%

$3,025+159.9%

$4,755+65.4%

Participant deferral / active EE

$16,287

$4,838+236.7%

$4,439+266.9%

$6,713+142.6%

Admin fee / account holder

$794

$6,414-87.6%

$5,619-85.9%

$11,407-93.0%

ENDOWMENT FOR HEALTH 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENDOWMENT FOR HEALTH 403(B) PLAN

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