Retirement plan

AZRIA HEALTH 401(K) PLAN

Name: AZRIA HEALTH - AZRIA HEALTH 401(K) PLAN (2022) Form 5500
Creator: AZRIA HEALTH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AZRIA HEALTH 401(K) PLAN, AZRIA HEALTH

AZRIA HEALTHEIN 81-3162505Plan #003PY 2022

702 SOUTH US - 6 - GRETNA, NE 68128908-399-4918

Prospect flagsLow participationLow employer contributionLow participant contribution

How to read this page

Total assets (EOY)

$5.4M

No prior year

Total participants

1,894

No prior year

Average account balance

$19,235

No prior year

Annual return

-12.79%

No prior year

Benchmarks

See 1,377 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,377 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.34M

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

206

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.

18.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$596K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$615

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

+24.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$252

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 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$29,011
RESOURCES INVESTMENT ADVISORS LLC1+ years Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210	Advisory (Plan)	$27,627
CRAY KAISER LTD1+ years Filed as: CRAY KAISER, LTD Service code 10 1901 S MEYERS RD · OAKBROOK TERRACE, IL 60181	Accounting	$11,500
MARQUIS PENSION, LLC1+ years Filed as: MARQUIS PENSION LLC Service code 13 PO BOX 293 · SOUTHBURY, CT 06488	Contract Administrator	$5,009

Plan features & details

Pension benefit codes2E2F2G2J2K3D3H

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.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$68K

$37 / participant

Contract admin$56K83.0%
Other / not subdivided$12K17.0%

% of EOY assets

1.263%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: JMM CPA
Auditor EIN: 472940358
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,235

$45,000-57.3%

$143,799-86.6%

$77,906-75.3%

Participation rate

12.1%

66.8%-54.7pp

80.3%-68.2pp

73.7%-61.6pp

Annual return

-12.79%

29.03%-41.8pp

-0.04%-12.7pp

12.16%-24.9pp

Employer contribution / active EE

$84

$1,870-95.5%

$4,952-98.3%

$2,846-97.1%

Participant deferral / active EE

$395

$3,157-87.5%

$5,638-93.0%

$4,805-91.8%

Admin fee / account holder

$243

$98+146.9%

$14,677-98.3%

$133+83.3%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1+ years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$29,011

RESOURCES INVESTMENT ADVISORS LLC1+ years

Service code 27

11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210

Advisory (Plan)

$27,627

CRAY KAISER LTD1+ years

Filed as: CRAY KAISER, LTD

Service code 10

1901 S MEYERS RD · OAKBROOK TERRACE, IL 60181

Accounting

$11,500

MARQUIS PENSION, LLC1+ years

Filed as: MARQUIS PENSION LLC

Service code 13

PO BOX 293 · SOUTHBURY, CT 06488

Contract Administrator

$5,009

AZRIA HEALTH 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AZRIA HEALTH 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