Retirement plan

INTERMOUNTAIN DONOR SERVICES 403(B) RETIREMENT PLAN

Name: INTERMOUNTAIN DONOR SERVICES - INTERMOUNTAIN DONOR SERVICES 403(B) RETIREMENT PLAN (2017) Form 5500
Creator: INTERMOUNTAIN DONOR SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERMOUNTAIN DONOR SERVICES 403(B) RETIREMENT PLAN, INTERMOUNTAIN DONOR SERVICES

INTERMOUNTAIN DONOR SERVICESEIN 87-0447660Plan #001PY 2017

230 SOUTH 500 EAST, SUITE 490 - SALT LAKE CITY, UT 84102801-521-1755donorconnect.lifeLinkedIn51-200 employeeshospital & health care

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$8.9M

+18.9% from 2016

Total participants

120

-2.4% from 2016

Average account balance

$118,591

+14.2% from 2016

Annual return

14.36%

+6.23 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.99M

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

163

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.

69.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.73M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$403

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 2 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576	Claims processing; Custodial (other t...	$29,510
INDEPENDENT FINANCIAL PARTNERS1 year Service code 27 · EIN 59-3331424	Advisory (Plan)	$14,294

Plan features & details

Pension benefit codes2F2G2K2L2M2T

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).
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

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

$22K

$214 / participant

Contract admin$22K100.0%

% of EOY assets

0.250%

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: METZ & ASSOCIATES PLLC
Auditor EIN: 464558541
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$118,591

$55,453+113.9%

$170,435-30.4%

$62,293+90.4%

Participation rate

56.7%

66.4%-9.6pp

83.6%-26.9pp

69.5%-12.8pp

Annual return

14.36%

21.38%-7.0pp

205.94%-191.6pp

28.90%-14.5pp

Employer contribution / active EE

$2,949

$2,164+36.3%

$5,432-45.7%

$2,042+44.4%

Participant deferral / active EE

$2,557

$2,303+11.1%

$4,939-48.2%

$3,169-19.3%

Admin fee / account holder

$297

$455-34.8%

$13,881-97.9%

$479-38.1%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP1 year

Service code 12 · EIN 93-1253576

Claims processing; Custodial (other t...

$29,510

INDEPENDENT FINANCIAL PARTNERS1 year

Service code 27 · EIN 59-3331424

Advisory (Plan)

$14,294

INTERMOUNTAIN DONOR SERVICES 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERMOUNTAIN DONOR SERVICES 403(B) RETIREMENT 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