Retirement plan

BIENVIVIR SENIOR HEALTH SERVICES EMPLOYER TDA PROGRAM

Name: BIENVIVIR SENIOR HEALTH SERVICES - BIENVIVIR SENIOR HEALTH SERVICES EMPLOYER TDA PROGRAM (2018) Form 5500
Creator: BIENVIVIR SENIOR HEALTH SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BIENVIVIR SENIOR HEALTH SERVICES EMPLOYER TDA PROGRAM, BIENVIVIR SENIOR HEALTH SERVICES

BIENVIVIR SENIOR HEALTH SERVICESEIN 74-2457919Plan #001PY 2018

2300 MCKINLEY - EL PASO, TX 79930915-834-3716LinkedIn1-10 employeeshospital & health care

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$10.7M

+15.9% from 2017

Total participants

742

+2.5% from 2017

Average account balance

$19,776

+10.1% from 2017

Annual return

9.11%

-0.09 pp from 2017

Benchmarks

See 3,850 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,850 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.68M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

677

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.

73.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.84M

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

+6.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2G2K2M

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$10K

$18 / participant

Investment mgmt$8K74.4%
Contract admin$3K25.6%

% of EOY assets

0.097%

all-in expense ratio

Categories reported

2 / 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: LAUTERBACH, BORSCHOW & COMPANY
Auditor EIN: 742014723
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,776

$37,196-46.8%

$154,114-87.2%

$55,725-64.5%

Participation rate

64.3%

64.1%+0.2pp

83.0%-18.7pp

70.9%-6.5pp

Annual return

9.11%

1319.68%-1310.6pp

735.16%-726.1pp

244.93%-235.8pp

Employer contribution / active EE

$807

$1,614-50.0%

$5,298-84.8%

$2,078-61.2%

Participant deferral / active EE

$1,427

$2,068-31.0%

$5,081-71.9%

$3,356-57.5%

Admin fee / account holder

$19

$102-81.2%

$13,411-99.9%

$115-83.4%

BIENVIVIR SENIOR HEALTH SERVICES EMPLOYER TDA PROGRAM

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BIENVIVIR SENIOR HEALTH SERVICES EMPLOYER TDA PROGRAM

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