Retirement plan

FAMILY MEDICINE RESIDENCY OF IDAHO, INC. 403(B) PLAN

Name: FAMILY MEDICINE RESIDENCY OF IDAHO, INC. - FAMILY MEDICINE RESIDENCY OF IDAHO, INC. 403(B) PLAN (2016) Form 5500
Creator: FAMILY MEDICINE RESIDENCY OF IDAHO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FAMILY MEDICINE RESIDENCY OF IDAHO, INC. 403(B) PLAN, FAMILY MEDICINE RESIDENCY OF IDAHO, INC.

FAMILY MEDICINE RESIDENCY OF IDAHO, INC.EIN 20-5934739Plan #001PY 2016

777 N RAYMOND ST - BOISE, ID 83704208-514-2500fullcircleidaho.orgLinkedIn201-500 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.4M

+20.9% from 2015

Total participants

373

+14.8% from 2015

Average account balance

$27,290

-2.4% from 2015

Annual return

7.92%

+8.36 pp from 2015

Benchmarks

See 3,733 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,733 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$32.91M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

482

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.

61.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.47M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+18.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$95

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 1 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037	Directed Trustee	$1,700

Plan features & details

Pension benefit codes2A2F2G2M3D

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).
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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

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: DINGUS, ZARECOR & ASSOCIATES PLLC
Auditor EIN: 200079326
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,290

$36,916-26.1%

$156,551-82.6%

$57,658-52.7%

Participation rate

76.3%

63.4%+12.9pp

84.0%-7.7pp

70.2%+6.1pp

Annual return

7.92%

12.38%-4.5pp

32.23%-24.3pp

5.13%+2.8pp

Employer contribution / active EE

$2,155

$1,571+37.2%

$5,501-60.8%

$1,974+9.2%

Participant deferral / active EE

$2,206

$1,926+14.6%

$4,871-54.7%

$3,061-27.9%

Admin fee / account holder

-$11

$82-113.9%

$13,028-100.1%

$95-112.1%

Provider

Service type

Compensation

AMERICAN FUNDS2+ years

Filed as: CAPITAL RESEARCH & MANAGEMENT CO.

Service code 25 · EIN 95-1411037

Directed Trustee

$1,700

FAMILY MEDICINE RESIDENCY OF IDAHO, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FAMILY MEDICINE RESIDENCY OF IDAHO, INC. 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