Retirement plan

PLAN DE COMPENSACION DIFERIDA 1165(E) DEL CONCILIO DE SALUD INTEGRAL DE LOIZA, INC.

Name: CONCILIO DE SALUD INTEGRAL DE LOIZA , INC. - PLAN DE COMPENSACION DIFERIDA 1165(E) DEL CONCILIO DE SALUD INTEGRAL DE LOIZA, INC. (2016) Form 5500
Creator: CONCILIO DE SALUD INTEGRAL DE LOIZA , INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLAN DE COMPENSACION DIFERIDA 1165(E) DEL CONCILIO DE SALUD INTEGRAL DE LOIZA, INC., CONCILIO DE SALUD INTEGRAL DE LOIZA , INC.

CONCILIO DE SALUD INTEGRAL DE LOIZA , INC.EIN 66-0314649Plan #001PY 2016

PO BOX 509 - LOIZA, PR 00772787-876-3130

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+20.8% from 2015

Total participants

119

+13.3% from 2015

Average account balance

$14,271

+14.3% from 2015

Annual return

6.95%

+10.96 pp from 2015

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.10M

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

204

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.

98.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$691K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+9.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$270

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

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 codes2E2F2G2J3C

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$87K

$736 / participant

Other / not subdivided$87K100.0%

% of EOY assets

5.479%

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

$14,271

$46,732-69.5%

$156,551-90.9%

$55,167-74.1%

Participation rate

93.2%

65.8%+27.4pp

84.0%+9.2pp

69.0%+24.2pp

Annual return

6.95%

17.72%-10.8pp

32.23%-25.3pp

169.23%-162.3pp

Employer contribution / active EE

$1,174

$2,105-44.2%

$5,501-78.7%

$1,963-40.2%

Participant deferral / active EE

$892

$2,204-59.5%

$4,871-81.7%

$3,054-70.8%

Admin fee / account holder

$782

$418+86.9%

$13,028-94.0%

$504+55.2%

PLAN DE COMPENSACION DIFERIDA 1165(E) DEL CONCILIO DE SALUD INTEGRAL DE LOIZA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLAN DE COMPENSACION DIFERIDA 1165(E) DEL CONCILIO DE SALUD INTEGRAL DE LOIZA, INC.

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