Retirement plan

PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN

Name: PREMIER HEALTH CONSULTANTS, LLC - PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: PREMIER HEALTH CONSULTANTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN, PREMIER HEALTH CONSULTANTS, LLC

PREMIER HEALTH CONSULTANTS, LLCEIN 20-5972761Plan #003PY 2017

10319 JEFFERSON HWY - BATON ROUGE, LA 70809225-819-8857

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$13.9M

+32.4% from 2016

Total participants

851

+16.4% from 2016

Average account balance

$26,855

+9.5% from 2016

Annual return

17.61%

+9.53 pp from 2016

Benchmarks

See 664 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants250-999

Cohort664 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$34.44M

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

802

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.

42.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.60M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$166

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 6 by compensation

Provider	Service type	Compensation
NATIONWIDE2+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Contract Administrator	$108,360
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISORS LLC Service code 22	Insurance Broker	$51,436
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL PENSION & PAYROLL Service code 15 6811 JEFFERSON HWY · BATON ROUGE, LA 70806	Recordkeeping	$23,654
HANNIS T. BOURGEOIS, LLP1 year Filed as: HANNIS T. BOURGEOIS Service code 10 2322 TREMONT DRIVE · BATON ROUGE, LA 70809	Accounting	$21,750
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL PENSION AND PAYROLL Service code 15	Recordkeeping	$5,923
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISORS Service code 22 4600 SYRACUSE ST. SUITE 600 · DENVER, CO 80237	Insurance Broker	$0

Plan features & details

Pension benefit codes2S2E2F2G2J2K2R2T3B3H3D

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$46K

$66 / participant

Investment mgmt$4K9.6%
Contract admin$20K43.3%
Other / not subdivided$22K47.1%

% of EOY assets

0.331%

all-in expense ratio

Categories reported

2 / 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: POSTLETHWAITE & NETTERVILLE
Auditor EIN: 721202445
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,855

$31,424-14.5%

$81,473-67.0%

$69,631-61.4%

Participation rate

52.8%

50.8%+1.9pp

68.0%-15.2pp

70.7%-17.9pp

Annual return

17.61%

22.44%-4.8pp

38.78%-21.2pp

27571.02%-27553.4pp

Employer contribution / active EE

$1,049

$1,029+2.0%

$2,568-59.1%

$2,032-48.4%

Participant deferral / active EE

$1,662

$1,838-9.6%

$3,537-53.0%

$3,224-48.4%

Admin fee / account holder

$89

$103-13.3%

$4,561-98.1%

$110-19.5%

Provider

Service type

Compensation

NATIONWIDE2+ years

Service code 13

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Contract Administrator

$108,360

CETERA ADVISOR NETWORKS LLC2+ years

Filed as: CETERA ADVISORS LLC

Service code 22

Insurance Broker

$51,436

SENTINEL PENSION ADVISORS2+ years

Filed as: SENTINEL PENSION & PAYROLL

Service code 15

6811 JEFFERSON HWY · BATON ROUGE, LA 70806

Recordkeeping

$23,654

HANNIS T. BOURGEOIS, LLP1 year

Filed as: HANNIS T. BOURGEOIS

Service code 10

2322 TREMONT DRIVE · BATON ROUGE, LA 70809

Accounting

$21,750

SENTINEL PENSION ADVISORS2+ years

Filed as: SENTINEL PENSION AND PAYROLL

Service code 15

Recordkeeping

$5,923

CETERA ADVISOR NETWORKS LLC2+ years

Filed as: CETERA ADVISORS

Service code 22

4600 SYRACUSE ST. SUITE 600 · DENVER, CO 80237

Insurance Broker

PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS 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