Retirement plan

ARCHITRAVE HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN

Name: ARCHITRAVE HEALTH, LLC - ARCHITRAVE HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN (2015) Form 5500
Creator: ARCHITRAVE HEALTH, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARCHITRAVE HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN, ARCHITRAVE HEALTH, LLC

ARCHITRAVE HEALTH, LLCEIN 46-1250214Plan #003PY 2015

1813 W HARVARD, SUITE 206 - ROSEBURG, OR 97471541-677-3453umpquahealth.comLinkedIn51-200 employeeshospital & health care

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$12.6M

No prior year

Total participants

297

No prior year

Average account balance

$48,100

No prior year

Annual return

-2.28%

No prior year

Benchmarks

See 4,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort4,452 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.88M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

225

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.

70.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.34M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11

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 3 by compensation

Provider	Service type	Compensation
HEINTZBERGER PAYNE1+ years Filed as: HEINTZBERGER PAYNE & CO LLC Service code 13 · EIN 20-8835556	Contract Administrator	$23,160
SITTNER & NELSON, LLC1+ years Service code 27 497 OAKWAY RD 300 · EUGENE, OR 97401	Advisory (Plan)	$20,000
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009	Securities Custodian	$5,958

Plan features & details

Pension benefit codes2E2F2G2J2K2T

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$50K

$262 / participant

Investment mgmt$20K39.8%
Contract admin$23K46.1%
Other / not subdivided$7K14.1%

% of EOY assets

0.400%

all-in expense ratio

Categories reported

2 / 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: JONES & ROTH, P.C.
Auditor EIN: 930819646
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,100

$46,360+3.8%

$147,617-67.4%

$52,331-8.1%

Participation rate

81.3%

64.9%+16.3pp

84.6%-3.4pp

68.1%+13.1pp

Annual return

-2.28%

1.62%-3.9pp

61.98%-64.3pp

4.54%-6.8pp

Employer contribution / active EE

$4,233

$2,126+99.1%

$5,564-23.9%

$1,882+125.0%

Participant deferral / active EE

$5,763

$2,258+155.3%

$4,895+17.7%

$3,022+90.7%

Admin fee / account holder

$193

$766-74.9%

$11,612-98.3%

$592-67.4%

Provider

Service type

Compensation

HEINTZBERGER PAYNE1+ years

Filed as: HEINTZBERGER PAYNE & CO LLC

Service code 13 · EIN 20-8835556

Contract Administrator

$23,160

SITTNER & NELSON, LLC1+ years

Service code 27

497 OAKWAY RD 300 · EUGENE, OR 97401

Advisory (Plan)

$20,000

CHARLES SCHWAB & CO., INC.1+ years

Filed as: CHARLES SCHWAB BANK

Service code 19 · EIN 42-1558009

Securities Custodian

$5,958

ARCHITRAVE HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARCHITRAVE HEALTH AND AFFILIATED COMPANIES EMPLOYEE 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