Retirement plan

EMPLOYEE BENEFIT PLAN OF HEALTH POLICY INSTITUTE OF OHIO

Name: HEALTH POLICY INSTITUTE OF OHIO - EMPLOYEE BENEFIT PLAN OF HEALTH POLICY INSTITUTE OF OHIO (2018) Form 5500
Creator: HEALTH POLICY INSTITUTE OF OHIO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF HEALTH POLICY INSTITUTE OF OHIO, HEALTH POLICY INSTITUTE OF OHIO

HEALTH POLICY INSTITUTE OF OHIOEIN 30-0186863Plan #001PY 2018

10 W BROAD ST STE 1050 - COLUMBUS, OH 432153436614-224-4950healthpolicyohio.orgLinkedIn11-50 employeespublic policy

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$857K

+3.5% from 2017

Total participants

0.0% from 2017

Average account balance

$65,961

+3.5% from 2017

Annual return

-8.59%

-23.71 pp from 2017

Benchmarks

See 33,727 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,727 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.93M

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$172K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+14.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4241

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 codes2F2T3D

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).
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$139

$15 / participant

Other / not subdivided$139100.0%

% of EOY assets

0.016%

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

$65,961

$90,606-27.2%

$79,466-17.0%

$135,379-51.3%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-8.59%

977.69%-986.3pp

718.28%-726.9pp

519.79%-528.4pp

Employer contribution / active EE

$6,255

$3,068+103.9%

$2,800+123.4%

$4,779+30.9%

Participant deferral / active EE

$4,888

$4,050+20.7%

$3,704+32.0%

$5,609-12.9%

Admin fee / account holder

$11

$5,895-99.8%

$5,104-99.8%

$10,828-99.9%

EMPLOYEE BENEFIT PLAN OF HEALTH POLICY INSTITUTE OF OHIO

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF HEALTH POLICY INSTITUTE OF OHIO

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