Retirement plan

INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC. 401K PROFIT SHARING PLAN

Name: INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC. - INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC. 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC. 401K PROFIT SHARING PLAN, INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC.

INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC.EIN 35-2047838Plan #001PY 2016

8326 NAAB ROAD - INDIANAPOLIS, IN 46260317-871-0000

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$14.7M

+13.2% from 2015

Total participants

138

+9.5% from 2015

Average account balance

$117,043

+5.2% from 2015

Annual return

6.66%

+7.35 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

$48.63M

Not enough data

1 years with asset history on file

Average account balance

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

$159K

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.

306

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.

96.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.88M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+8.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$585

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
BELAIR SECURITIES1 year Service code 27 1999 AVENUS OF THE STARS · LOS ANGELES, CA 90067	Advisory (Plan)	$64,017

Plan features & details

Pension benefit codes2E2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$80K

$658 / participant

Investment mgmt$80K100.0%

% of EOY assets

0.540%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GREENWALT CPAS, INC.
Auditor EIN: 351489521
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$117,043

$46,732+150.5%

$156,551-25.2%

$55,167+112.2%

Participation rate

90.1%

65.8%+24.3pp

84.0%+6.1pp

69.0%+21.1pp

Annual return

6.66%

17.72%-11.1pp

32.23%-25.6pp

169.23%-162.6pp

Employer contribution / active EE

$7,485

$2,105+255.6%

$5,501+36.1%

$1,963+281.4%

Participant deferral / active EE

$6,946

$2,204+215.1%

$4,871+42.6%

$3,054+127.4%

Admin fee / account holder

$632

$418+51.1%

$13,028-95.1%

$504+25.4%

Provider

Service type

Compensation

BELAIR SECURITIES1 year

Service code 27

1999 AVENUS OF THE STARS · LOS ANGELES, CA 90067

Advisory (Plan)

$64,017

INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC. 401K PROFIT SHARING 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