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 (2016) 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 2016

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.3M

+20.8% from 2015

Total participants

177

+3.5% from 2015

Average account balance

$35,629

+13.3% from 2015

Annual return

7.41%

+8.27 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

$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, NA2+ years Service code 19 · EIN 73-0780382	Securities Custodian	$8,143

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

$6K

$41 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.101%

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: ROSE ROCK CPAS, PLLC
Auditor EIN: 260852716
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,629

$46,732-23.8%

$156,551-77.2%

$55,167-35.4%

Participation rate

100.0%

65.8%+34.2pp

84.0%+16.0pp

69.0%+31.0pp

Annual return

7.41%

17.72%-10.3pp

32.23%-24.8pp

169.23%-161.8pp

Employer contribution / active EE

$2,829

$2,105+34.4%

$5,501-48.6%

$1,963+44.2%

Participant deferral / active EE

$2,343

$2,204+6.3%

$4,871-51.9%

$3,054-23.3%

Admin fee / account holder

$36

$418-91.4%

$13,028-99.7%

$504-92.9%

Provider

Service type

Compensation

BOKF, NA2+ years

Service code 19 · EIN 73-0780382

Securities Custodian

$8,143

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