Retirement plan

EMPLOYEE BENEFIT PLAN OF THE BLEEDING AND CLOTTING DISORDERS INSTITUTE

Name: THE BLEEDING AND CLOTTING DISORDERS INSTITUTE - EMPLOYEE BENEFIT PLAN OF THE BLEEDING AND CLOTTING DISORDERS INSTITUTE (2020) Form 5500
Creator: THE BLEEDING AND CLOTTING DISORDERS INSTITUTE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF THE BLEEDING AND CLOTTING DISORDERS INSTITUTE, THE BLEEDING AND CLOTTING DISORDERS INSTITUTE

THE BLEEDING AND CLOTTING DISORDERS INSTITUTEEIN 27-2050459Plan #001PY 2020

9128 N LINDBERGH DR - PEORIA, IL 616151422309-692-5337ilbcdi.orgLinkedIn51-200 employeesmedical practice

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.5M

+27.6% from 2019

Total participants

+10.0% from 2019

Average account balance

$57,420

+24.7% from 2019

Annual return

19.39%

-11.14 pp from 2019

Benchmarks

See 18,633 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,633 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.92M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

118.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$615K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3001

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 codes2F2G2T3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$171K

$4073 / participant

Other / not subdivided$171K100.0%

% of EOY assets

6.770%

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

$57,420

$91,179-37.0%

$178,499-67.8%

$79,852-28.1%

Participation rate

73.8%

69.2%+4.6pp

81.9%-8.1pp

69.6%+4.2pp

Annual return

19.39%

24.19%-4.8pp

151.10%-131.7pp

31.72%-12.3pp

Employer contribution / active EE

$1,995

$3,256-38.7%

$5,011-60.2%

$2,471-19.3%

Participant deferral / active EE

$5,928

$3,236+83.2%

$5,202+13.9%

$3,740+58.5%

Admin fee / account holder

$3,887

$6,749-42.4%

$13,986-72.2%

$5,306-26.7%

EMPLOYEE BENEFIT PLAN OF THE BLEEDING AND CLOTTING DISORDERS INSTITUTE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF THE BLEEDING AND CLOTTING DISORDERS INSTITUTE

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