Retirement plan

PPRM 401(K) PLAN

Name: ROCKY MOUNTAIN PLANNED PARENTHOOD, INC. - PPRM 401(K) PLAN (2017) Form 5500
Creator: ROCKY MOUNTAIN PLANNED PARENTHOOD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PPRM 401(K) PLAN, ROCKY MOUNTAIN PLANNED PARENTHOOD, INC.

ROCKY MOUNTAIN PLANNED PARENTHOOD, INC.dba DBA PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS, INC.EIN 84-0404253Plan #001PY 2017

7155 E. 38TH AVE - DENVER, CO 802071630303-813-7677LinkedIn1-10 employeesmedical practice

Prospect flagsHigh retiree %

How to read this page

Total assets (EOY)

$13.8M

+10.7% from 2016

Total participants

587

+3.5% from 2016

Average account balance

$27,740

+12.3% from 2016

Annual return

15.30%

+15.13 pp from 2016

Benchmarks

See 3,813 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,813 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.53M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

633

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.

98.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.49M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$96

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
MSI FINANCIAL SERVICES INC.1 year Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111	Other Commissions	$2,101
PROMANAGE LLC2+ years Service code 16 150 N MICHIGAN AVE STE 2930 · CHICAGO, IL 60601	Consulting	$1,825
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111	Other Commissions	$1,376
METLIFE LIFE INSURANCE COMPANY2+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277	Recordkeeping Fees	$1,025

Plan features & details

Pension benefit codes2E2F2G2J3D

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.
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

1 tripped

InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$3K

$7 / participant

Contract admin$3K100.0%

% of EOY assets

0.021%

all-in expense ratio

Categories reported

1 / 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: ANTON COLLINS MITCHELL LLP
Auditor EIN: 010724563
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,740

$46,173-39.9%

$170,435-83.7%

$69,631-60.2%

Participation rate

77.6%

63.9%+13.7pp

83.6%-6.0pp

70.7%+7.0pp

Annual return

15.30%

21.62%-6.3pp

205.94%-190.6pp

27571.02%-27555.7pp

Employer contribution / active EE

$968

$1,610-39.9%

$5,432-82.2%

$2,032-52.4%

Participant deferral / active EE

$2,112

$2,080+1.5%

$4,939-57.2%

$3,224-34.5%

Admin fee / account holder

$116-95.0%

$13,881-100.0%

$110-94.8%

Provider

Service type

Compensation

MSI FINANCIAL SERVICES INC.1 year

Service code 55

1295 STATE STREET · SPRINGFIELD, MA 01111

Other Commissions

$2,101

PROMANAGE LLC2+ years

Service code 16

150 N MICHIGAN AVE STE 2930 · CHICAGO, IL 60601

Consulting

$1,825

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Filed as: MML INVESTORS SERVICES

Service code 55

1295 STATE STREET · SPRINGFIELD, MA 01111

Other Commissions

$1,376

METLIFE LIFE INSURANCE COMPANY2+ years

Service code 64

11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277

Recordkeeping Fees

$1,025

PPRM 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PPRM 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