Retirement plan

GLOBAL HEALTHCARE EXCHANGE 401(K) AND DEFINED CONTRIBUTION PLAN

Name: GLOBAL HEALTHCARE EXCHANGE, INC. - GLOBAL HEALTHCARE EXCHANGE 401(K) AND DEFINED CONTRIBUTION PLAN (2018) Form 5500
Creator: GLOBAL HEALTHCARE EXCHANGE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GLOBAL HEALTHCARE EXCHANGE 401(K) AND DEFINED CONTRIBUTION PLAN, GLOBAL HEALTHCARE EXCHANGE, INC.

GLOBAL HEALTHCARE EXCHANGE, INC.EIN 84-1502378Plan #001PY 2018

1315 W CENTURY DR, STE 100 - LOUISVILLE, CO 80027720-887-7000

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$64.7M

+0.6% from 2017

Total participants

693

+11.1% from 2017

Average account balance

$103,863

-8.9% from 2017

Annual return

-4.50%

-24.15 pp from 2017

Benchmarks

See 2,763 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,763 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$161.66M

Not enough data

1 years with asset history on file

Average account balance

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

$140K

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.

1,152

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.

78.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15.05M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+15.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$209

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
FIDELITY INVESTMENTS INSTITUTIONAL4+ years Service code 37 · EIN 04-2647786	Loan Processing	$63,888
IMA WEALTH INC1 year Service code 27 · EIN 48-1233289	Advisory (Plan)	$50,000
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$30,753
RSM US LLP4+ years Filed as: MCGLADREY Service code 10 · EIN 42-0714325	Accounting	$14,767

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$159K

$286 / participant

Investment mgmt$31K19.3%
Other / not subdivided$128K80.7%

% of EOY assets

0.246%

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: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$103,863

$75,388+37.8%

$123,549-15.9%

$55,725+86.4%

Participation rate

87.4%

75.7%+11.7pp

82.3%+5.1pp

70.9%+16.6pp

Annual return

-4.50%

4.48%-9.0pp

119.20%-123.7pp

244.93%-249.4pp

Employer contribution / active EE

$3,803

$3,063+24.2%

$4,628-17.8%

$2,078+83.0%

Participant deferral / active EE

$8,189

$5,651+44.9%

$6,426+27.4%

$3,356+144.0%

Admin fee / account holder

$255

$120+113.3%

$9,284-97.2%

$115+121.8%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL4+ years

Service code 37 · EIN 04-2647786

Loan Processing

$63,888

IMA WEALTH INC1 year

Service code 27 · EIN 48-1233289

Advisory (Plan)

$50,000

STRATEGIC ADVISORS, INC.3 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$30,753

RSM US LLP4+ years

Filed as: MCGLADREY

Service code 10 · EIN 42-0714325

Accounting

$14,767

GLOBAL HEALTHCARE EXCHANGE 401(K) AND DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GLOBAL HEALTHCARE EXCHANGE 401(K) AND DEFINED CONTRIBUTION 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