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 (2018) 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 2018

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)

$853K

+8.1% from 2017

Total participants

+7.1% from 2017

Average account balance

$56,900

+0.9% from 2017

Annual return

-8.34%

-22.32 pp from 2017

Benchmarks

See 33,727 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,727 peers

Snapshot2018

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

$33K

$3034 / participant

Other / not subdivided$33K100.0%

% of EOY assets

3.911%

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

$56,900

$90,606-37.2%

$79,466-28.4%

$135,379-58.0%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-8.34%

977.69%-986.0pp

718.28%-726.6pp

519.79%-528.1pp

Employer contribution / active EE

$4,095

$3,068+33.5%

$2,800+46.2%

$4,779-14.3%

Participant deferral / active EE

$10,710

$4,050+164.4%

$3,704+189.2%

$5,609+90.9%

Admin fee / account holder

$2,225

$5,895-62.3%

$5,104-56.4%

$10,828-79.5%

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