Retirement plan

DEFINED CONTRIBUTION PLAN OF THUNDERMIST HEALTH CENTER

Name: THUNDERMIST HEALTH CENTER - DEFINED CONTRIBUTION PLAN OF THUNDERMIST HEALTH CENTER (2015) Form 5500
Creator: THUNDERMIST HEALTH CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEFINED CONTRIBUTION PLAN OF THUNDERMIST HEALTH CENTER, THUNDERMIST HEALTH CENTER

THUNDERMIST HEALTH CENTEREIN 05-0355097Plan #001PY 2015

171 SERVICE AVE FL 2 - WARWICK, RI 028861015401-767-4100thundermisthealth.orgLinkedIn501-1000 employeeshospital & health care

Other plans on this EIN

1 filing

#002Retirement-$6.1M assets

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$4.2M

No prior year

Total participants

380

No prior year

Average account balance

$11,065

No prior year

Annual return

-1.28%

No prior year

Benchmarks

See 3,168 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,168 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP1+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Claims processing; Recordkeeping and ...	$2,611

Plan features & details

Pension benefit codes2E2C3D2A2G

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2E
Profit-sharing
Profit-sharing plan.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$8K

$24 / participant

Contract admin$5557.1%
Other / not subdivided$7K92.9%

% of EOY assets

0.186%

all-in expense ratio

Categories reported

1 / 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: ALEXANDER,ARONSON,FINNING &CO.,PC
Auditor EIN: 042571780
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$11,065

$37,117-70.2%

$147,617-92.5%

$55,191-80.0%

Participation rate

100.0%

63.6%+36.4pp

84.6%+15.4pp

69.2%+30.8pp

Annual return

-1.28%

3.44%-4.7pp

61.98%-63.3pp

10.78%-12.1pp

Employer contribution / active EE

$1,832

$1,620+13.0%

$5,564-67.1%

$1,899-3.5%

Participant deferral / active EE

$1,985-100.0%

$4,895-100.0%

$3,046-100.0%

Admin fee / account holder

$21

$86-76.0%

$11,612-99.8%

$91-77.4%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP1+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Claims processing; Recordkeeping and ...

$2,611

DEFINED CONTRIBUTION PLAN OF THUNDERMIST HEALTH CENTER

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEFINED CONTRIBUTION PLAN OF THUNDERMIST HEALTH CENTER

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