Retirement plan

STONEHENGE 401(K) PLAN

Name: STONEHENGE OF OREM - STONEHENGE 401(K) PLAN (2016) Form 5500
Creator: STONEHENGE OF OREM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STONEHENGE 401(K) PLAN, STONEHENGE OF OREM

STONEHENGE OF OREMEIN 26-1325556Plan #001PY 2016

435 WEST CENTER STREET - OREM, UT 84057801-367-6938LinkedIn201-500 employeeshospital & health care

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$2.4M

+48.9% from 2015

Total participants

216

+36.7% from 2015

Average account balance

$10,888

+4.1% from 2015

Annual return

15.70%

+13.31 pp from 2015

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.13M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

191

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.

39.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$321K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+10.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$336

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 5 by compensation

Provider	Service type	Compensation
INTERMOUNTAIN WEALTH MANAGEMENT2+ years Service code 27 101 PARK AVENUE 2 · IDAHO FALLS, ID 83402	Advisory (Plan)	$10,084
CAMPBELL TAYLOR WASHBURN2+ years Filed as: CAMPBELL AND ASSOCIATES Service code 10 26 SOUTH 400 WEST STE 103 · OREM, UT 84058	Accounting	$3,485
SMITH & HOWARD, PC2+ years Filed as: SMITH KUNZ & ASSOCIATES PLLC Service code 13 15 W MAIN STREET · REXBURG, ID 83440	Contract Administrator	$2,050
GREAT-WEST LIFE & ANNUITY INSURANCE2+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$1,275
THE RETIREMENT ADVANTAGE INC2+ years Filed as: THE RETIREMENT ADVANTAGE Service code 99 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074	Other Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T2K3D

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.
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.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$29 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.207%

all-in expense ratio

Categories reported

0 / 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: CAMPBELL & ASSOCIATES CPAS PC
Auditor EIN: 431985825
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$10,888

$46,732-76.7%

$156,551-93.0%

$55,167-80.3%

Participation rate

100.0%

65.8%+34.2pp

84.0%+16.0pp

69.0%+31.0pp

Annual return

15.70%

17.72%-2.0pp

32.23%-16.5pp

169.23%-153.5pp

Employer contribution / active EE

$1,557

$2,105-26.1%

$5,501-71.7%

$1,963-20.7%

Participant deferral / active EE

$2,476

$2,204+12.3%

$4,871-49.2%

$3,054-18.9%

Admin fee / account holder

$23

$418-94.6%

$13,028-99.8%

$504-95.5%

Provider

Service type

Compensation

INTERMOUNTAIN WEALTH MANAGEMENT2+ years

Service code 27

101 PARK AVENUE 2 · IDAHO FALLS, ID 83402

Advisory (Plan)

$10,084

CAMPBELL TAYLOR WASHBURN2+ years

Filed as: CAMPBELL AND ASSOCIATES

Service code 10

26 SOUTH 400 WEST STE 103 · OREM, UT 84058

Accounting

$3,485

SMITH & HOWARD, PC2+ years

Filed as: SMITH KUNZ & ASSOCIATES PLLC

Service code 13

15 W MAIN STREET · REXBURG, ID 83440

Contract Administrator

$2,050

GREAT-WEST LIFE & ANNUITY INSURANCE2+ years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$1,275

THE RETIREMENT ADVANTAGE INC2+ years

Filed as: THE RETIREMENT ADVANTAGE

Service code 99

101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074

Other Fees

STONEHENGE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STONEHENGE 401(K) 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