Retirement plan

ALEXANDRIA NEIGHBORHOOD HEALTH SERVICES, INC. EMPLOYEES SAVINGS TRUST

Name: NEIGHBORHOOD HEALTH - ALEXANDRIA NEIGHBORHOOD HEALTH SERVICES, INC. EMPLOYEES SAVINGS TRUST (2017) Form 5500
Creator: NEIGHBORHOOD HEALTH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALEXANDRIA NEIGHBORHOOD HEALTH SERVICES, INC. EMPLOYEES SAVINGS TRUST, NEIGHBORHOOD HEALTH

NEIGHBORHOOD HEALTHEIN 54-1849891Plan #001PY 2017

6677 RICHMOND HIGHWAY - ALEXANDRIA, VA 22306703-535-5568neighborhoodhealthva.orgLinkedIn201-500 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.8M

+42.4% from 2016

Total participants

200

+22.7% from 2016

Average account balance

$15,111

+9.7% from 2016

Annual return

20.23%

+11.77 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.32M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

452

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.

99.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.30M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$146

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
CONTRARY INVESTMENT ADVISORS, LLC1 year Service code 27 1400 N. KENILWORTH ST · ARLINGTON, VA 222052853	Advisory (Plan)	$7,668
CPI QUALIFIED PLAN CONSULTANTS, INC1 year Service code 12 · EIN 48-1205033	Sub-transfer agency fees; Recordkeepi...	$2,111

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$8K

$66 / participant

Contract admin$8K100.0%

% of EOY assets

0.271%

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: ADAMS, BROWN, BERAN & BALL CHTD.
Auditor EIN: 481040139
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,111

$55,453-72.7%

$170,439-91.1%

$62,293-75.7%

Participation rate

88.8%

66.4%+22.4pp

83.6%+5.2pp

69.5%+19.3pp

Annual return

20.23%

21.38%-1.1pp

205.94%-185.7pp

28.90%-8.7pp

Employer contribution / active EE

$1,450

$2,164-33.0%

$5,433-73.3%

$2,042-29.0%

Participant deferral / active EE

$3,297

$2,303+43.2%

$4,939-33.3%

$3,169+4.0%

Admin fee / account holder

$41

$455-91.0%

$13,881-99.7%

$479-91.4%

Provider

Service type

Compensation

CONTRARY INVESTMENT ADVISORS, LLC1 year

Service code 27

1400 N. KENILWORTH ST · ARLINGTON, VA 222052853

Advisory (Plan)

$7,668

CPI QUALIFIED PLAN CONSULTANTS, INC1 year

Service code 12 · EIN 48-1205033

Sub-transfer agency fees; Recordkeepi...

$2,111

ALEXANDRIA NEIGHBORHOOD HEALTH SERVICES, INC. EMPLOYEES SAVINGS TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALEXANDRIA NEIGHBORHOOD HEALTH SERVICES, INC. EMPLOYEES SAVINGS TRUST

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