Retirement plan

HEALTHPOINT 403(B) SAVINGS PLAN

Name: HEALTHPOINT - HEALTHPOINT 403(B) SAVINGS PLAN (2019) Form 5500
Creator: HEALTHPOINT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HEALTHPOINT 403(B) SAVINGS PLAN, HEALTHPOINT

HEALTHPOINTEIN 91-0884412Plan #002PY 2019

955 POWELL AVENUE SW - RENTON, WA 98057425-277-1311healthpointbio.comLinkedIn201-500 employeesbiotechnology

Other plans on this EIN

1 filing

#001Retirement-$19.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.7M

+106.5% from 2018

Total participants

252

+7.7% from 2018

Average account balance

$33,646

+78.6% from 2018

Annual return

35.39%

+45.37 pp from 2018

Benchmarks

See 5,341 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,341 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$35.75M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

442

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.54M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+17.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$129

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 1 by compensation

Provider	Service type	Compensation
BAC CAPITAL ADVISORS, LLC2 years Service code 26 · EIN 91-1999591	Advisory (Participants)	$15,662

Plan features & details

Pension benefit codes2L2K2F2G

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$20K

$87 / participant

Investment mgmt$19K94.0%
Other / not subdivided$1K6.0%

% of EOY assets

0.258%

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: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,646

$52,967-36.5%

$172,753-80.5%

$65,186-48.4%

Participation rate

90.0%

66.2%+23.8pp

82.6%+7.3pp

70.2%+19.8pp

Annual return

35.39%

30.12%+5.3pp

803.00%-767.6pp

29.39%+6.0pp

Employer contribution / active EE

$1,665

$2,190-24.0%

$5,144-67.6%

$2,177-23.5%

Participant deferral / active EE

$10,940

$2,471+342.8%

$5,198+110.5%

$3,514+211.3%

Admin fee / account holder

$87

$472-81.6%

$13,956-99.4%

$847-89.8%

Provider

Service type

Compensation

BAC CAPITAL ADVISORS, LLC2 years

Service code 26 · EIN 91-1999591

Advisory (Participants)

$15,662

HEALTHPOINT 403(B) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HEALTHPOINT 403(B) SAVINGS 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