Retirement plan

VIVANT BEHAVIORAL HOLDINGS 401(K) PLAN

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

VIVANT BEHAVIORAL HOLDINGS LLCEIN 87-1652067Plan #001PY 2022

2517 NORTH GREAT WESTERN DRIVE, SUITE P - PRESCOTT VALLEY, AZ 86314256-880-3339

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$8.7M

-29.1% from 2021

Total participants

1,924

-12.3% from 2021

Average account balance

$4,884

-22.2% from 2021

Annual return

-15.26%

-15.26 pp from 2021

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

$11.43M

Not enough data

1 years with asset history on file

Average account balance

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

$9K

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.

1,286

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.

91.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.19M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+16.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$114

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 3 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$74,943
NOVA 401(K) ASSOCIATES2+ years Service code 13 · EIN 20-1184758 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092	Contract Administrator	$16,831
GENEOS WEALTH MANAGEMENT INC1 year Service code 27 9055 E MINERAL CR STE · CENTENNIAL CO, CO 80112	Advisory (Plan)	$14,640

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D

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.
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.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$107K

$99 / participant

Contract admin$107K100.0%

% of EOY assets

1.232%

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: PRICEKUBECKA, PLLC
Auditor EIN: 752783674
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$4,884

$45,000-89.1%

$143,788-96.6%

$77,906-93.7%

Participation rate

86.0%

66.8%+19.2pp

80.3%+5.7pp

73.7%+12.3pp

Annual return

-15.26%

29.03%-44.3pp

-0.03%-15.2pp

12.16%-27.4pp

Employer contribution / active EE

$1,870-100.0%

$4,952-100.0%

$2,846-100.0%

Participant deferral / active EE

$1,337

$3,157-57.6%

$5,638-76.3%

$4,805-72.2%

Admin fee / account holder

$60

$98-38.9%

$14,675-99.6%

$133-54.6%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$74,943

NOVA 401(K) ASSOCIATES2+ years

Service code 13 · EIN 20-1184758

10777 NORTHWEST FREEWAY · HOUSTON, TX 77092

Contract Administrator

$16,831

GENEOS WEALTH MANAGEMENT INC1 year

Service code 27

9055 E MINERAL CR STE · CENTENNIAL CO, CO 80112

Advisory (Plan)

$14,640

VIVANT BEHAVIORAL HOLDINGS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VIVANT BEHAVIORAL HOLDINGS 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