Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF AFFINIA HEALTHCARE

Name: AFFINIA HEALTHCARE - 403(B) THRIFT PLAN FOR EMPLOYEES OF AFFINIA HEALTHCARE (2021) Form 5500
Creator: AFFINIA HEALTHCARE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF AFFINIA HEALTHCARE, AFFINIA HEALTHCARE

AFFINIA HEALTHCAREEIN 43-0817642Plan #003PY 2021

1717 BIDDLE STREET - ST. LOUIS, MO 63106314-898-1700affiniahealthcare.orgLinkedIn201-500 employeeshospital & health care

Other plans on this EIN

1 filing

#001Retirement-$16.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$29M

+15.0% from 2020

Total participants

566

-5.8% from 2020

Average account balance

$53,056

+21.7% from 2020

Annual return

15.96%

-2.44 pp from 2020

Benchmarks

See 3,799 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,799 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$28.37M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

444

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.

77.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.00M

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

+12.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$199

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
MUTUAL OF AMERICA INVESTMENT CORP7+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 43-0817642 320 PARK AVENUE · NEW YORK, NY 10022	Account maintenance fees; Recordkeepi...	$3,036

Plan features & details

Pension benefit codes2F2G2K2L

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.
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$9 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.012%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FORVIS LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,056

$56,540-6.2%

$185,851-71.5%

$86,821-38.9%

Participation rate

94.5%

65.5%+29.0pp

81.7%+12.8pp

72.3%+22.2pp

Annual return

15.96%

118.20%-102.2pp

122.11%-106.1pp

97.94%-82.0pp

Employer contribution / active EE

$1,369

$1,844-25.8%

$5,168-73.5%

$2,406-43.1%

Participant deferral / active EE

$3,332

$2,555+30.4%

$5,569-40.2%

$4,132-19.4%

Admin fee / account holder

$150-95.9%

$16,245-100.0%

$170-96.4%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP7+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12 · EIN 43-0817642

320 PARK AVENUE · NEW YORK, NY 10022

Account maintenance fees; Recordkeepi...

$3,036

403(B) THRIFT PLAN FOR EMPLOYEES OF AFFINIA HEALTHCARE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF AFFINIA HEALTHCARE

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