Retirement plan

403 B THRIFT PLAN OF TEXAS ASSOCIATION OF COMMUNITY HEALTH CENTERS

Name: TEXAS ASSOCIATION OF COMMUNITY HEAL TH CENTERS - 403 B THRIFT PLAN OF TEXAS ASSOCIATION OF COMMUNITY HEALTH CENTERS (2017) Form 5500
Creator: TEXAS ASSOCIATION OF COMMUNITY HEAL TH CENTERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403 B THRIFT PLAN OF TEXAS ASSOCIATION OF COMMUNITY HEALTH CENTERS, TEXAS ASSOCIATION OF COMMUNITY HEAL TH CENTERS

TEXAS ASSOCIATION OF COMMUNITY HEAL TH CENTERSEIN 74-2308695Plan #001PY 2017

5900 SOUTHWEST PKWY BLDG 3 - AUSTIN, TX 787356201512-329-5959county.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.7M

+24.1% from 2016

Total participants

+6.4% from 2016

Average account balance

$73,317

+16.6% from 2016

Annual return

15.43%

-3.00 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.60M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$698K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+14.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6505

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

0 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 codes2F2T

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).
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.

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

$56K

$1854 / participant

Other / not subdivided$56K100.0%

% of EOY assets

1.517%

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

$73,317

$53,128+38.0%

$86,581-15.3%

$70,124+4.6%

Participation rate

100.0%

65.3%+34.7pp

73.5%+26.5pp

69.5%+30.5pp

Annual return

15.43%

27.66%-12.2pp

965.06%-949.6pp

73.14%-57.7pp

Employer contribution / active EE

$6,162

$2,068+197.9%

$2,840+117.0%

$2,342+163.0%

Participant deferral / active EE

$4,205

$2,695+56.0%

$3,609+16.5%

$3,332+26.2%

Admin fee / account holder

$1,113

$3,584-69.0%

$4,904-77.3%

$4,645-76.1%

403 B THRIFT PLAN OF TEXAS ASSOCIATION OF COMMUNITY HEALTH CENTERS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403 B THRIFT PLAN OF TEXAS ASSOCIATION OF COMMUNITY HEALTH CENTERS

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