Retirement plan

PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN

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

PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANAEIN 72-1443732Plan #001PY 2016

11990 JACKSON STREET - CLINTON, LA 70722225-683-5292LinkedIn51-200 employeesmedical practice

Prospect flagsLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$2.2M

+24.3% from 2015

Total participants

145

+5.8% from 2015

Average account balance

$26,029

+12.6% from 2015

Annual return

9.13%

+8.84 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

$6.84M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

162

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.

56.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$891K

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

+11.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$325

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 codes2L2G3D2F

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$4K

$28 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.161%

all-in expense ratio

Categories reported

0 / 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: ERICKSEN KRENTEL LLP
Auditor EIN: 720549733
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,029

$46,732-44.3%

$156,551-83.4%

$55,167-52.8%

Participation rate

52.4%

65.8%-13.4pp

84.0%-31.6pp

69.0%-16.6pp

Annual return

9.13%

17.72%-8.6pp

32.23%-23.1pp

169.23%-160.1pp

Employer contribution / active EE

$1,091

$2,105-48.2%

$5,501-80.2%

$1,963-44.4%

Participant deferral / active EE

$1,499

$2,204-32.0%

$4,871-69.2%

$3,054-50.9%

Admin fee / account holder

$42

$418-90.0%

$13,028-99.7%

$504-91.7%

PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 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