Retirement plan

INDIAN HEALTH CARE RESOURCE CENTER RETIREMENT PLA

Name: INDIAN HEALTH CARE RESOURCE CENTER OF TULSA, INC. - INDIAN HEALTH CARE RESOURCE CENTER RETIREMENT PLA (2015) Form 5500
Creator: INDIAN HEALTH CARE RESOURCE CENTER OF TULSA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INDIAN HEALTH CARE RESOURCE CENTER RETIREMENT PLA, INDIAN HEALTH CARE RESOURCE CENTER OF TULSA, INC.

INDIAN HEALTH CARE RESOURCE CENTER OF TULSA, INC.EIN 73-1042545Plan #001PY 2015

550 SOUTH PEORIA - TULSA, OK 74120918-588-1900ihcrc.orgLinkedIn51-200 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$3.1M assets

Prospect flagsHigh feesLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$2.3M

No prior year

Total participants

128

No prior year

Average account balance

$18,323

No prior year

Annual return

0.44%

No prior year

Benchmarks

See 896 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Cohort896 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.47M

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

163

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$447K

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

+12.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28

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 codes2C2G3D2F2E2T

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
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

3 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$269K

$2714 / participant

Other / not subdivided$269K100.0%

% of EOY assets

11.454%

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

$18,323

$284,329-93.6%

$147,617-87.6%

Participation rate

100.0%

62.7%+37.3pp

84.6%+15.4pp

Annual return

0.44%

0.73%-0.3pp

61.98%-61.5pp

Employer contribution / active EE

$2,501

$2,124+17.8%

$5,564-55.1%

Participant deferral / active EE

$1,895-100.0%

$4,895-100.0%

Admin fee / account holder

$2,099

$35,034-94.0%

$11,612-81.9%

INDIAN HEALTH CARE RESOURCE CENTER RETIREMENT PLA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INDIAN HEALTH CARE RESOURCE CENTER RETIREMENT PLA

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