Retirement plan

EMPLOYEE BENEFIT PLAN OF UNIFIED HIV HEALTH AND BEYOND

Name: UNIFIED HIV HEALTH AND BEYOND - EMPLOYEE BENEFIT PLAN OF UNIFIED HIV HEALTH AND BEYOND (2017) Form 5500
Creator: UNIFIED HIV HEALTH AND BEYOND
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF UNIFIED HIV HEALTH AND BEYOND, UNIFIED HIV HEALTH AND BEYOND

UNIFIED HIV HEALTH AND BEYONDEIN 38-2464851Plan #001PY 2017

3011 W GRAND BLVD STE 230 - DETROIT, MI 482023042313-446-9800miunified.orgLinkedIn51-200 employeeshealth, wellness and fitness

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$1.2M

+13.9% from 2016

Total participants

+23.8% from 2016

Average account balance

$23,861

-6.2% from 2016

Annual return

14.39%

-159.17 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$627K

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

750.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

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

+9.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6397

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 codes2E2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$60K

$1777 / participant

Other / not subdivided$60K100.0%

% of EOY assets

4.964%

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

$23,861

$84,236-71.7%

$170,439-86.0%

$70,124-66.0%

Participation rate

97.1%

70.8%+26.2pp

83.6%+13.5pp

69.5%+27.5pp

Annual return

14.39%

23.06%-8.7pp

205.94%-191.6pp

73.14%-58.8pp

Employer contribution / active EE

$3,387-100.0%

$5,433-100.0%

$2,342-100.0%

Participant deferral / active EE

$1,608

$3,086-47.9%

$4,939-67.5%

$3,332-51.7%

Admin fee / account holder

$1,185

$5,698-79.2%

$13,881-91.5%

$4,645-74.5%

EMPLOYEE BENEFIT PLAN OF UNIFIED HIV HEALTH AND BEYOND

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF UNIFIED HIV HEALTH AND BEYOND

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