Retirement plan

403 B THRIFT PLAN OF BUTTE SILVER BOW PRIMARY HEALTH CARE CLINIC INC

Name: BUTTE-SILVER BOW PRIMARY HEALTH CARE CLINIC, INC. - 403 B THRIFT PLAN OF BUTTE SILVER BOW PRIMARY HEALTH CARE CLINIC INC (2017) Form 5500
Creator: BUTTE-SILVER BOW PRIMARY HEALTH CARE CLINIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403 B THRIFT PLAN OF BUTTE SILVER BOW PRIMARY HEALTH CARE CLINIC INC, BUTTE-SILVER BOW PRIMARY HEALTH CARE CLINIC, INC.

BUTTE-SILVER BOW PRIMARY HEALTH CARE CLINIC, INC.EIN 81-0432169Plan #001PY 2017

445 CENTENNIAL AVE - BUTTE, MT 59701406-723-4075

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.3M

+25.5% from 2016

Total participants

149

-3.9% from 2016

Average account balance

$36,604

+32.4% from 2016

Annual return

18.50%

+9.76 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.09M

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

191

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.

68.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$955K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+19.17%

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

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP3+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Account maintenance fees; Claims proc...	$1,025

Plan features & details

Pension benefit codes2F2S2T2L

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).
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$11 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.019%

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: ANDERSON ZURMUEHLEN & CO. P.C.
Auditor EIN: 810385940
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,604

$84,236-56.5%

$170,435-78.5%

$70,126-47.8%

Participation rate

95.6%

70.8%+24.8pp

83.6%+12.0pp

69.5%+26.1pp

Annual return

18.50%

23.06%-4.6pp

205.94%-187.4pp

73.15%-54.6pp

Employer contribution / active EE

$1,646

$3,387-51.4%

$5,432-69.7%

$2,343-29.7%

Participant deferral / active EE

$3,883

$3,086+25.8%

$4,939-21.4%

$3,332+16.5%

Admin fee / account holder

$5,698-99.9%

$13,881-99.9%

$4,645-99.8%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP3+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Account maintenance fees; Claims proc...

$1,025

403 B THRIFT PLAN OF BUTTE SILVER BOW PRIMARY HEALTH CARE CLINIC INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403 B THRIFT PLAN OF BUTTE SILVER BOW PRIMARY HEALTH CARE CLINIC INC

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