Retirement plan

DC PRIMARY CARE ASSOCIATION 403 (B) PLAN

Name: DC PRIMARY CARE ASSOCIATION - DC PRIMARY CARE ASSOCIATION 403 (B) PLAN (2016) Form 5500
Creator: DC PRIMARY CARE ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DC PRIMARY CARE ASSOCIATION 403 (B) PLAN, DC PRIMARY CARE ASSOCIATION

DC PRIMARY CARE ASSOCIATIONEIN 52-1999196Plan #001PY 2016

1620 I ST NW, SUITE 300 - WASHINGTON, DC 20006202-638-0252LinkedIn11-50 employeescivic & social organization

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+7.3% from 2015

Total participants

-14.5% from 2015

Average account balance

$36,311

+25.2% from 2015

Annual return

5.50%

+6.41 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.66M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

240.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$356K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+15.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9131

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

$197K

$10363 / participant

Other / not subdivided$197K100.0%

% of EOY assets

11.297%

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

$36,311

$181,896-80.0%

$156,551-76.8%

$273,972-86.7%

Participation rate

73.7%

88.4%-14.7pp

84.0%-10.3pp

83.0%-9.3pp

Annual return

5.50%

30.74%-25.2pp

32.23%-26.7pp

41.46%-36.0pp

Employer contribution / active EE

$6,849

$6,248+9.6%

$5,501+24.5%

$4,869+40.7%

Participant deferral / active EE

$4,972

$5,550-10.4%

$4,871+2.1%

$5,287-6.0%

Admin fee / account holder

$4,102

$15,560-73.6%

$13,028-68.5%

$10,133-59.5%

DC PRIMARY CARE ASSOCIATION 403 (B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DC PRIMARY CARE ASSOCIATION 403 (B) 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