Retirement plan

403(B) THRIFT PLAN OF THE HEALTHCARE CHAPLAINCY, INC.

Name: THE HEALTHCARE CHAPLAINCY, INC. - 403(B) THRIFT PLAN OF THE HEALTHCARE CHAPLAINCY, INC. (2019) Form 5500
Creator: THE HEALTHCARE CHAPLAINCY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF THE HEALTHCARE CHAPLAINCY, INC., THE HEALTHCARE CHAPLAINCY, INC.

THE HEALTHCARE CHAPLAINCY, INC.EIN 13-2634080Plan #001PY 2019

65 BROADWAY FL 12 - NEW YORK, NY 100062503212-644-1111healthcarechaplaincy.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4M

+21.4% from 2018

Total participants

0.0% from 2018

Average account balance

$57,344

+21.4% from 2018

Annual return

19.30%

+24.00 pp from 2018

Benchmarks

See 104,312 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,312 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.69M

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

1120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$131K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+12.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3149

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 codes2F2G2S2T

Plan features

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$70K

$3199 / participant

Other / not subdivided$70K100.0%

% of EOY assets

1.753%

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

$57,344

$202,345-71.7%

$172,755-66.8%

$152,885-62.5%

Participation rate

95.5%

87.1%+8.4pp

82.6%+12.8pp

82.5%+13.0pp

Annual return

19.30%

1029.77%-1010.5pp

802.94%-783.6pp

345.39%-326.1pp

Employer contribution / active EE

$2,092

$5,858-64.3%

$5,144-59.3%

$4,763-56.1%

Participant deferral / active EE

$4,196

$5,948-29.5%

$5,198-19.3%

$5,851-28.3%

Admin fee / account holder

$1,005

$17,111-94.1%

$13,955-92.8%

$11,598-91.3%

403(B) THRIFT PLAN OF THE HEALTHCARE CHAPLAINCY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF THE HEALTHCARE CHAPLAINCY, INC.

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