Retirement plan

ALLSCRIPTS RETIREMENT SAVINGS PLAN

Name: ALLSCRIPTS HEALTHCARE, LLC - ALLSCRIPTS RETIREMENT SAVINGS PLAN (2016) Form 5500
Creator: ALLSCRIPTS HEALTHCARE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLSCRIPTS RETIREMENT SAVINGS PLAN, ALLSCRIPTS HEALTHCARE, LLC

ALLSCRIPTS HEALTHCARE, LLCEIN 56-1306083Plan #004PY 2016

8529 SIX FORKS ROAD - RALEIGH, NC 27615919-847-8102veradigmhealth.comLinkedIn1001-5000 employeeshospital & health care

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed August 8, 2007

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$525.7M

No prior year

Total participants

6,345

No prior year

Average account balance

$97,316

No prior year

Annual return

8.55%

No prior year

Benchmarks

See 664 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort664 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$641.79M

Not enough data

1 years with asset history on file

Average account balance

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

$176K

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.

3,643

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.

94.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28.92M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+14.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$122

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

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
CAPFINANCIAL PARTNERS LLC2+ years Service code 28 · EIN 26-0058143	Investment Management	$134,000
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833	Recordkeeping	$39,573
HUGHES PITTMAN & GUPTON, LLP2+ years Filed as: HUGHES PITTMAN & GUPTON LLP Service code 10 · EIN 56-1415202	Accounting	$18,100
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782	Securities brokerage; Securities brok...	$9,591
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009	Directed Trustee	$12
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$205K

$44 / participant

Investment mgmt$142K69.3%
Other / not subdivided$63K30.7%

% of EOY assets

0.039%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HUGHES PITTMAN & GUPTON LLP
Auditor EIN: 561415202
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$97,316

$85,635+13.6%

$123,892-21.5%

$63,975+52.1%

Participation rate

79.7%

74.9%+4.8pp

81.4%-1.7pp

71.1%+8.6pp

Annual return

8.55%

15.74%-7.2pp

47.52%-39.0pp

48.65%-40.1pp

Employer contribution / active EE

$3,326

$3,076+8.1%

$4,617-28.0%

$2,182+52.5%

Participant deferral / active EE

$7,334

$5,667+29.4%

$5,984+22.6%

$3,356+118.5%

Admin fee / account holder

$38

$75-49.4%

$8,357-99.5%

$70-46.1%

Provider

Service type

Compensation

CAPFINANCIAL PARTNERS LLC2+ years

Service code 28 · EIN 26-0058143

Investment Management

$134,000

CHARLES SCHWAB & CO., INC.2+ years

Filed as: SCHWAB RETIREMENT PLAN SERVICES INC

Service code 15 · EIN 34-1479833

Recordkeeping

$39,573

HUGHES PITTMAN & GUPTON, LLP2+ years

Filed as: HUGHES PITTMAN & GUPTON LLP

Service code 10 · EIN 56-1415202

Accounting

$18,100

CHARLES SCHWAB & CO., INC.1+ years

Service code 33 · EIN 94-1737782

Securities brokerage; Securities brok...

$9,591

CHARLES SCHWAB & CO., INC.2+ years

Filed as: CHARLES SCHWAB BANK

Service code 25 · EIN 42-1558009

Directed Trustee

$12

CHARLES SCHWAB & CO., INC.2+ years

Filed as: CHARLES SCHWAB & CO INC AND AFFIL

Service code 59

Shareholder Servicing

ALLSCRIPTS RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLSCRIPTS RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

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