Retirement plan

THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN

Name: CENTRAL OKLAHOMA AMERICAN INDIAN HEALTH COUNCIL, INC. - THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN (2015) Form 5500
Creator: CENTRAL OKLAHOMA AMERICAN INDIAN HEALTH COUNCIL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN, CENTRAL OKLAHOMA AMERICAN INDIAN HEALTH COUNCIL, INC.

CENTRAL OKLAHOMA AMERICAN INDIAN HEALTH COUNCIL, INC.EIN 73-0955756Plan #001PY 2015

4913 W. RENO - OKLAHOMA CITY, OK 73127405-948-4900

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.2M

No prior year

Total participants

171

No prior year

Average account balance

$31,439

No prior year

Annual return

-0.86%

No prior year

Benchmarks

See 4,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort4,452 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.92M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

460

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

$3.24M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+17.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$107

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 1 by compensation

Provider	Service type	Compensation
BOKF, NA1+ years Service code 19 · EIN 73-0780382	Securities Custodian	$17,716

Plan features & details

Pension benefit codes2E2J2T2F2G3D

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

$18K

$117 / participant

Other / not subdivided$18K100.0%

% of EOY assets

0.339%

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: BLEDSOE & ASSOC., PLLC
Auditor EIN: 260852716
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,439

$46,360-32.2%

$147,618-78.7%

$52,331-39.9%

Participation rate

96.7%

64.9%+31.7pp

84.6%+12.1pp

68.1%+28.6pp

Annual return

-0.86%

1.62%-2.5pp

61.98%-62.8pp

4.54%-5.4pp

Employer contribution / active EE

$2,740

$2,126+28.9%

$5,565-50.8%

$1,882+45.6%

Participant deferral / active EE

$2,099

$2,258-7.0%

$4,895-57.1%

$3,022-30.6%

Admin fee / account holder

$107

$766-86.1%

$11,612-99.1%

$592-82.0%

Provider

Service type

Compensation

BOKF, NA1+ years

Service code 19 · EIN 73-0780382

Securities Custodian

$17,716

THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE OKLAHOMA CITY INDIAN CLINIC 401(K) 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