Retirement plan

403(B) THRIFT PLAN OF TENNESSEE PRIMARY CARE ASSOCIATION

Name: TENNESSEE PRIMARY CARE ASSOCIATION - 403(B) THRIFT PLAN OF TENNESSEE PRIMARY CARE ASSOCIATION (2018) Form 5500
Creator: TENNESSEE PRIMARY CARE ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF TENNESSEE PRIMARY CARE ASSOCIATION, TENNESSEE PRIMARY CARE ASSOCIATION

TENNESSEE PRIMARY CARE ASSOCIATIONEIN 62-1036411Plan #001PY 2018

710 SPENCE LN - NASHVILLE, TN 372171144615-329-3836tnpca.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$392K

-54.7% from 2017

Total participants

0.0% from 2017

Average account balance

$21,765

-54.7% from 2017

Annual return

-0.63%

-17.88 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.12M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

178.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$175K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2237

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 codes2F2S2T

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).
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$561K

$35069 / participant

Other / not subdivided$561K100.0%

% of EOY assets

143.227%

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

$21,765

$180,462-87.9%

$154,111-85.9%

$135,379-83.9%

Participation rate

93.8%

87.4%+6.3pp

83.0%+10.7pp

82.6%+11.1pp

Annual return

-0.63%

888.17%-888.8pp

735.18%-735.8pp

519.79%-520.4pp

Employer contribution / active EE

$3,266

$6,036-45.9%

$5,298-38.3%

$4,779-31.7%

Participant deferral / active EE

$2,521

$5,806-56.6%

$5,081-50.4%

$5,609-55.0%

Admin fee / account holder

$31,173

$16,145+93.1%

$13,411+132.4%

$10,828+187.9%

403(B) THRIFT PLAN OF TENNESSEE PRIMARY CARE ASSOCIATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF TENNESSEE PRIMARY CARE ASSOCIATION

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