Retirement plan

TANDIGM HEALTH, LLC 401(K) PLAN

Name: TANDIGM HEALTH, LLC - TANDIGM HEALTH, LLC 401(K) PLAN (2020) Form 5500
Creator: TANDIGM HEALTH, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TANDIGM HEALTH, LLC 401(K) PLAN, TANDIGM HEALTH, LLC

TANDIGM HEALTH, LLCEIN 46-5339475Plan #001PY 2020

300 CONSHOHOCKEN STATE RD., SUITE 260 - WEST CONSHOHOCKEN, PA 19428215-568-4625tandigmhealth.comLinkedIn51-200 employeeshospital & health care

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed July 25, 2014

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$19.3M

+42.2% from 2019

Total participants

243

+5.7% from 2019

Average account balance

$79,517

+28.7% from 2019

Annual return

20.74%

-13.41 pp from 2019

Benchmarks

See 5,414 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,414 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$39.34M

Not enough data

1 years with asset history on file

Average account balance

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

$136K

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.

290

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.

97.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.08M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+14.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$388

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417	Other Services	$41,965
BENEFIT CONSULTANTS GROUP2 years Service code 49 · EIN 23-2383285	Other Services	$5,995
PRINCIPAL LIFE INSURANCE COMPANY3 years Service code 13 · EIN 42-0127290	Contract Administrator	$2,922
WILSHIRE ASSOCIATES INCORPORATED3 years Service code 27 · EIN 95-2755361	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$13 / participant

Contract admin$3K100.0%

% of EOY assets

0.015%

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: WITHUM ADVISORY TAX AUDIT
Auditor EIN: 222027092
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$79,517

$58,895+35.0%

$178,503-55.5%

$73,497+8.2%

Participation rate

100.0%

66.2%+33.8pp

81.9%+18.1pp

70.7%+29.3pp

Annual return

20.74%

24.86%-4.1pp

151.12%-130.4pp

28.51%-7.8pp

Employer contribution / active EE

$7,650

$2,236+242.2%

$5,011+52.7%

$2,270+237.0%

Participant deferral / active EE

$8,982

$2,567+249.9%

$5,202+72.7%

$3,740+140.2%

Admin fee / account holder

$12

$400-97.0%

$13,987-99.9%

$513-97.7%

Provider

Service type

Compensation

CETERA ADVISOR NETWORKS LLC3 years

Filed as: CETERA ADVISOR NETWORKS INSURANCE S

Service code 49 · EIN 33-0232417

Other Services

$41,965

BENEFIT CONSULTANTS GROUP2 years

Service code 49 · EIN 23-2383285

Other Services

$5,995

PRINCIPAL LIFE INSURANCE COMPANY3 years

Service code 13 · EIN 42-0127290

Contract Administrator

$2,922

WILSHIRE ASSOCIATES INCORPORATED3 years

Service code 27 · EIN 95-2755361

Advisory (Plan)

TANDIGM HEALTH, LLC 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TANDIGM HEALTH, LLC 401(K) PLAN

Top hat statement on fileNQDC

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