Retirement plan

NATIONAL HEALTH CARE ANTI-FRAUD 401(K) PROFIT SHARING PLAN

Name: NATIONAL HEALTH CARE ANTI-FRAUD ASSOCIATION - NATIONAL HEALTH CARE ANTI-FRAUD 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: NATIONAL HEALTH CARE ANTI-FRAUD ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL HEALTH CARE ANTI-FRAUD 401(K) PROFIT SHARING PLAN, NATIONAL HEALTH CARE ANTI-FRAUD ASSOCIATION

NATIONAL HEALTH CARE ANTI-FRAUD ASSOCIATIONEIN 52-1473117Plan #001PY 2017

1220 L ST NW STE 600 - WASHINGTON, DC 200054018202-659-5955nhcaa.orgLinkedIn11-50 employeespublic policy

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed February 15, 2017

Plan administrator

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1220 L St., NW Ste. 600

Washington State: DC Zip Code: 20005

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Plans declared (1)

CEO Deferred Compensation Plan of NHCAA1 emp

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Total assets (EOY)

$790K

+21.1% from 2016

Total participants

-6.7% from 2016

Average account balance

$56,394

+21.1% from 2016

Annual return

13.98%

+6.99 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.16M

Not enough data

1 years with asset history on file

Average account balance

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

$154K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$173K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+13.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4655

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

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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 codes2E2F2G2J2T3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$104K

$8647 / participant

Other / not subdivided$104K100.0%

% of EOY assets

13.143%

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

$56,394

$99,011-43.0%

$86,582-34.9%

$147,586-61.8%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

13.98%

1312.75%-1298.8pp

965.08%-951.1pp

578.59%-564.6pp

Employer contribution / active EE

$3,605

$3,132+15.1%

$2,839+27.0%

$4,876-26.1%

Participant deferral / active EE

$8,883

$3,972+123.6%

$3,609+146.2%

$5,439+63.3%

Admin fee / account holder

$7,412

$5,709+29.8%

$4,904+51.1%

$10,886-31.9%

NATIONAL HEALTH CARE ANTI-FRAUD 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL HEALTH CARE ANTI-FRAUD 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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