Retirement plan

BARTZ-ALTADONNA COMMUNITY HEALTH CENTER

Name: BARTZ_ALTADONNA COMMUNITY HEALTH - BARTZ-ALTADONNA COMMUNITY HEALTH CENTER (2020) Form 5500
Creator: BARTZ_ALTADONNA COMMUNITY HEALTH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BARTZ-ALTADONNA COMMUNITY HEALTH CENTER, BARTZ_ALTADONNA COMMUNITY HEALTH

BARTZ_ALTADONNA COMMUNITY HEALTHdba CENTEREIN 27-3261289Plan #002PY 2020

43322 GINGHAM AVENUE - LANCASTER, CA 93535661-874-4050bartz-altadonna-chc.orgLinkedIn51-200 employeeshospital & health care

Other plans on this EIN

1 filing

#001Retirement-$29K assets

Prospect flagsLow participationLow assets / participant

How to read this page

Total assets (EOY)

$996K

No prior year

Total participants

138

No prior year

Average account balance

$20,334

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 2,198 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,198 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.68M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

104

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.

51.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$751K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1587

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 codes2G2M2K2T3D

Plan features

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.
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.
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.
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

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

$4K

$32 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.428%

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

$20,334

$54,573-62.7%

$90,970-77.6%

$73,497-72.3%

Participation rate

34.1%

61.2%-27.1pp

69.0%-34.9pp

70.7%-36.6pp

Annual return

0.00%

16.69%-16.7pp

134.60%-134.6pp

28.51%-28.5pp

Employer contribution / active EE

$1,043

$991+5.2%

$2,122-50.8%

$2,270-54.1%

Participant deferral / active EE

$1,784

$2,517-29.1%

$3,373-47.1%

$3,740-52.3%

Admin fee / account holder

$87

$521-83.3%

$5,961-98.5%

$513-83.0%

BARTZ-ALTADONNA COMMUNITY HEALTH CENTER

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BARTZ-ALTADONNA COMMUNITY HEALTH CENTER

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