Retirement plan

REGENSTRIEF INSTITUTE, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Name: REGENSTRIEF INSTITUTE, INC. - REGENSTRIEF INSTITUTE, INC. DEFINED CONTRIBUTION RETIREMENT PLAN (2016) Form 5500
Creator: REGENSTRIEF INSTITUTE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REGENSTRIEF INSTITUTE, INC. DEFINED CONTRIBUTION RETIREMENT PLAN, REGENSTRIEF INSTITUTE, INC.

REGENSTRIEF INSTITUTE, INC.EIN 30-0007730Plan #001PY 2016

1101 WEST TENTH STREET - INDIANAPOLIS, IN 46202317-274-9185regenstrief.orgLinkedIn201-500 employeesresearch

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$16M

+7.4% from 2015

Total participants

238

+8.2% from 2015

Average account balance

$67,891

+0.1% from 2015

Annual return

9.16%

+4.27 pp from 2015

Benchmarks

See 1,686 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,686 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$31.41M

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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.

312

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.

94.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.68M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$66

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 1 by compensation

Provider	Service type	Compensation
TIAA2+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203	Recordkeeping	$8,110

Plan features & details

Pension benefit codes2F2G2L2M2S2T

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.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$8K

$78 / participant

Contract admin$8K100.0%

% of EOY assets

0.051%

all-in expense ratio

Categories reported

1 / 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: BKD,LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,891

$43,423+56.3%

$78,676-13.7%

$55,167+23.1%

Participation rate

97.1%

68.0%+29.1pp

73.6%+23.6pp

69.0%+28.1pp

Annual return

9.16%

11.53%-2.4pp

62.19%-53.0pp

169.23%-160.1pp

Employer contribution / active EE

$5,443

$1,997+172.6%

$2,850+91.0%

$1,963+177.3%

Participant deferral / active EE

$5,234

$2,509+108.6%

$3,517+48.8%

$3,054+71.4%

Admin fee / account holder

$35

$416-91.7%

$4,510-99.2%

$504-93.2%

Provider

Service type

Compensation

TIAA2+ years

Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC

Service code 15 · EIN 13-1624203

Recordkeeping

$8,110

REGENSTRIEF INSTITUTE, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REGENSTRIEF INSTITUTE, INC. DEFINED CONTRIBUTION RETIREMENT 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