Retirement plan

ALLIANCE FOR HEALTH REFORM RETIREMENT & EMPLOYEE SAVINGS PLAN

Name: ALLIANCE FOR HEALTH REFORM - ALLIANCE FOR HEALTH REFORM RETIREMENT & EMPLOYEE SAVINGS PLAN (2016) Form 5500
Creator: ALLIANCE FOR HEALTH REFORM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLIANCE FOR HEALTH REFORM RETIREMENT & EMPLOYEE SAVINGS PLAN, ALLIANCE FOR HEALTH REFORM

ALLIANCE FOR HEALTH REFORMEIN 52-1746328Plan #001PY 2016

1444 EYE STREET NW , SUITE 910 - WASHINGTON, DC 200056573202-789-2300allhealthpolicy.orgLinkedIn1-10 employeespublic policy

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.8M

+10.9% from 2015

Total participants

-4.3% from 2015

Average account balance

$84,129

+10.9% from 2015

Annual return

5.88%

+4.01 pp from 2015

Benchmarks

See 5,384 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,384 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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

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 codes2F2G2L2M2T

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$30K

$4222 / participant

Other / not subdivided$30K100.0%

% of EOY assets

1.673%

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

$84,129

$65,712+28.0%

$57,196+47.1%

$273,972-69.3%

Participation rate

85.7%

78.3%+7.4pp

75.3%+10.4pp

83.0%+2.7pp

Annual return

5.88%

22.01%-16.1pp

14.59%-8.7pp

41.46%-35.6pp

Employer contribution / active EE

$9,893

$3,280+201.6%

$2,683+268.7%

$4,869+103.2%

Participant deferral / active EE

$5,643

$3,782+49.2%

$3,096+82.3%

$5,287+6.7%

Admin fee / account holder

$1,407

$4,838-70.9%

$3,141-55.2%

$10,133-86.1%

ALLIANCE FOR HEALTH REFORM RETIREMENT & EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLIANCE FOR HEALTH REFORM RETIREMENT & 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