Retirement plan

SACRAMENTO NATIVE AMERICAN HEALTH CENTER 403(B) PLAN

Name: SACRAMENTO NATIVE AMERICAN HEALTH CENTER, INC. - SACRAMENTO NATIVE AMERICAN HEALTH CENTER 403(B) PLAN (2024) Form 5500
Creator: SACRAMENTO NATIVE AMERICAN HEALTH CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SACRAMENTO NATIVE AMERICAN HEALTH CENTER 403(B) PLAN, SACRAMENTO NATIVE AMERICAN HEALTH CENTER, INC.

SACRAMENTO NATIVE AMERICAN HEALTH CENTER, INC.EIN 20-4287737Plan #001PY 2024

2020 J STREET - SACRAMENTO, CA 95811916-341-0575snahc.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$6.3M

+23.2% from 2023

Total participants

479

+4.4% from 2023

Average account balance

$14,428

+16.0% from 2023

Annual return

12.09%

-5.42 pp from 2023

Benchmarks

See 6,010 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,010 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.35M

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

440

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.

81.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.14M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$153

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
BIDWELL CONSULTING SERVICES, INC.3 years Filed as: BIDWELL CONSULTING SERVICES, INC Service code 15 · EIN 20-3039384 2561 CALIFORNIA PARK DR · CHICO, CA 95928	Recordkeeping	$38,480
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 45-0404698 1655 43RD STREET SOUTH · FARGO, ND 58103	Recordkeeping	$28,986

Plan features & details

Pension benefit codes2L2K2G2T

Plan features

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.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$68K

$328 / participant

Recordkeeping$29K42.9%
Investment mgmt$500.1%
Other / not subdivided$38K57.0%

% of EOY assets

1.064%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BFBA, LLP
Auditor EIN: 680000424
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$14,428

$55,423-74.0%

$155,602-90.7%

$74,400-80.6%

Participation rate

81.1%

61.9%+19.2pp

78.2%+2.9pp

67.2%+13.9pp

Annual return

12.09%

269.07%-257.0pp

64.81%-52.7pp

1367.51%-1355.4pp

Employer contribution / active EE

$1,970

$2,266-13.1%

$4,675-57.9%

$2,624-24.9%

Participant deferral / active EE

$3,568

$2,835+25.9%

$5,629-36.6%

$4,348-17.9%

Admin fee / account holder

$153

$1,744-91.2%

$15,923-99.0%

$1,944-92.1%

Provider

Service type

Compensation

BIDWELL CONSULTING SERVICES, INC.3 years

Filed as: BIDWELL CONSULTING SERVICES, INC

Service code 15 · EIN 20-3039384

2561 CALIFORNIA PARK DR · CHICO, CA 95928

Recordkeeping

$38,480

ASCENSUS LLC1 year

Filed as: ASCENSUS, LLC

Service code 15 · EIN 45-0404698

1655 43RD STREET SOUTH · FARGO, ND 58103

Recordkeeping

$28,986

SACRAMENTO NATIVE AMERICAN HEALTH CENTER 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SACRAMENTO NATIVE AMERICAN HEALTH CENTER 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