Retirement plan

BI-STATE PRIMARY CARE ASSOCIATION, INC. 403(B) PLAN

Name: BI-STATE PRIMARY CARE ASSOCIATION, INC. - BI-STATE PRIMARY CARE ASSOCIATION, INC. 403(B) PLAN (2017) Form 5500
Creator: BI-STATE PRIMARY CARE ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BI-STATE PRIMARY CARE ASSOCIATION, INC. 403(B) PLAN, BI-STATE PRIMARY CARE ASSOCIATION, INC.

BI-STATE PRIMARY CARE ASSOCIATION, INC.EIN 22-3061156Plan #001PY 2017

525 CLINTON STREET - BOW, NH 03304603-228-2830

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$2.7M

+21.6% from 2016

Total participants

+8.1% from 2016

Average account balance

$74,169

+18.3% from 2016

Annual return

10.39%

-18.20 pp from 2016

Benchmarks

See 7,913 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,913 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.93M

Not enough data

1 years with asset history on file

Average account balance

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

$150K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$351K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+10.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7912

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 codes2F2G2L2M2T

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$889

$34 / participant

Other / not subdivided$889100.0%

% of EOY assets

0.033%

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

$74,169

$53,127+39.6%

$86,597-14.4%

$70,131+5.8%

Participation rate

84.6%

65.3%+19.3pp

73.5%+11.1pp

69.5%+15.1pp

Annual return

10.39%

27.66%-17.3pp

964.96%-954.6pp

73.14%-62.8pp

Employer contribution / active EE

$3,637

$2,068+75.8%

$2,840+28.1%

$2,342+55.3%

Participant deferral / active EE

$5,891

$2,696+118.5%

$3,609+63.2%

$3,332+76.8%

Admin fee / account holder

$25

$3,585-99.3%

$4,906-99.5%

$4,645-99.5%

BI-STATE PRIMARY CARE ASSOCIATION, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BI-STATE PRIMARY CARE ASSOCIATION, 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