Retirement plan

BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN

Name: BAYCARE CLINIC, L.L.P. - BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: BAYCARE CLINIC, L.L.P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN, BAYCARE CLINIC, L.L.P.

BAYCARE CLINIC, L.L.P.EIN 39-1943214Plan #001PY 2015

164 N. BROADWAY - GREEN BAY, WI 54303920-490-9046baycare.netLinkedIn501-1000 employeeshospital & health care

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$118.3M

-9.9% from 2016

Total participants

845

-4.8% from 2016

Average account balance

$140,612

-5.1% from 2016

Annual return

0.97%

-7.26 pp from 2016

Benchmarks

See 3,168 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,168 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$315.68M

Not enough data

1 years with asset history on file

Average account balance

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

$245K

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.

1,288

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18.01M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+14.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$279

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 4 by compensation

Provider	Service type	Compensation
ASSOCIATED TRUST COMPANY, N.A.1+ years Service code 15 · EIN 30-0219031	Recordkeeping	$198,715
NICOLET NATIONAL BANK1+ years Filed as: NICOLET WEALTH MANAGMENT Service code 26 111 N WASHINGTON ST · GREEN BAY, WI 54307	Advisory (Participants)	$11,114
JP MORGAN INVESTMENT MANAGEMENT INC1+ years Filed as: WIARA INVESTMENT MANAGEMENT, LLC Service code 26 103 W COLLEGE AVE, SUITE 810 · APPLETON, WI 54911	Advisory (Participants)	$5,255
SUMMIT PLANNING GROUP1+ years Filed as: SUMMIT PLANNING GROUP, LLC Service code 26 3071 VOYAGER DR · GREEN BAY, WI 54311	Advisory (Participants)	$2,214

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$202K

$286 / participant

Investment mgmt$202K99.6%
Other / not subdivided$7550.4%

% of EOY assets

0.171%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SCHENCK, S.C.
Auditor EIN: 391173131
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$140,612

$37,117+278.8%

$147,618-4.7%

$55,191+154.8%

Participation rate

99.4%

63.6%+35.8pp

84.6%+14.8pp

69.2%+30.3pp

Annual return

0.97%

3.44%-2.5pp

61.98%-61.0pp

10.78%-9.8pp

Employer contribution / active EE

$8,359

$1,620+415.8%

$5,564+50.2%

$1,899+340.2%

Participant deferral / active EE

$5,948

$1,985+199.6%

$4,895+21.5%

$3,046+95.3%

Admin fee / account holder

$241

$86+181.3%

$11,612-97.9%

$91+165.2%

Provider

Service type

Compensation

ASSOCIATED TRUST COMPANY, N.A.1+ years

Service code 15 · EIN 30-0219031

Recordkeeping

$198,715

NICOLET NATIONAL BANK1+ years

Filed as: NICOLET WEALTH MANAGMENT

Service code 26

111 N WASHINGTON ST · GREEN BAY, WI 54307

Advisory (Participants)

$11,114

JP MORGAN INVESTMENT MANAGEMENT INC1+ years

Filed as: WIARA INVESTMENT MANAGEMENT, LLC

Service code 26

103 W COLLEGE AVE, SUITE 810 · APPLETON, WI 54911

Advisory (Participants)

$5,255

SUMMIT PLANNING GROUP1+ years

Filed as: SUMMIT PLANNING GROUP, LLC

Service code 26

3071 VOYAGER DR · GREEN BAY, WI 54311

Advisory (Participants)

$2,214

BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BAYCARE CLINIC 401(K) RETIREMENT SAVINGS 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