Retirement plan

EMPLOYEE BENEFIT PLAN OF FOUNDATIONS HEALTH WHOLENESS, INC.

Name: FOUNDATIONS HEALTH WHOLENESS, INC. - EMPLOYEE BENEFIT PLAN OF FOUNDATIONS HEALTH WHOLENESS, INC. (2020) Form 5500
Creator: FOUNDATIONS HEALTH WHOLENESS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF FOUNDATIONS HEALTH WHOLENESS, INC., FOUNDATIONS HEALTH WHOLENESS, INC.

FOUNDATIONS HEALTH WHOLENESS, INC.EIN 39-1047205Plan #001PY 2020

1061 W MASON ST - GREEN BAY, WI 543031858920-437-8256wearefoundations.orgLinkedIn11-50 employeesmental health care

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+56.6% from 2019

Total participants

+10.4% from 2019

Average account balance

$21,663

+41.0% from 2019

Annual return

19.22%

-187.27 pp from 2019

Benchmarks

See 18,640 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,640 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.83M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$469K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$787

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

See the 9-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2F2G2S2T3D

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.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$67 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.316%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,663

$91,190-76.2%

$178,490-87.9%

$79,858-72.9%

Participation rate

94.1%

69.2%+24.9pp

81.9%+12.2pp

69.6%+24.5pp

Annual return

19.22%

24.19%-5.0pp

151.07%-131.9pp

31.71%-12.5pp

Employer contribution / active EE

$2,020

$3,256-38.0%

$5,011-59.7%

$2,471-18.2%

Participant deferral / active EE

$3,109

$3,236-3.9%

$5,202-40.2%

$3,740-16.9%

Admin fee / account holder

$68

$6,751-99.0%

$13,984-99.5%

$5,306-98.7%

EMPLOYEE BENEFIT PLAN OF FOUNDATIONS HEALTH WHOLENESS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF FOUNDATIONS HEALTH WHOLENESS, INC.

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