Retirement plan

EMPLOYEE BENEFIT PLAN OF FOUNDATIONS HEALTH WHOLENESS, INC.

Name: FOUNDATIONS HEALTH WHOLENESS, INC. - EMPLOYEE BENEFIT PLAN OF FOUNDATIONS HEALTH WHOLENESS, INC. (2021) 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 2021

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)

$1.7M

+53.0% from 2020

Total participants

+17.0% from 2020

Average account balance

$27,162

+25.4% from 2020

Annual return

20.48%

+1.27 pp from 2020

Benchmarks

See 18,805 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,805 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.94M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

121.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$448K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6635

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 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

$457

$9 / participant

Other / not subdivided$457100.0%

% of EOY assets

0.028%

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

$27,162

$95,406-71.5%

$185,849-85.4%

$85,847-68.4%

Participation rate

98.1%

68.8%+29.3pp

81.7%+16.4pp

69.3%+28.8pp

Annual return

20.48%

23.59%-3.1pp

122.10%-101.6pp

318.61%-298.1pp

Employer contribution / active EE

$2,584

$3,314-22.0%

$5,169-50.0%

$2,565+0.7%

Participant deferral / active EE

$4,183

$3,424+22.2%

$5,569-24.9%

$3,952+5.8%

Admin fee / account holder

$7,214-99.9%

$16,244-100.0%

$6,261-99.9%

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