Retirement plan

403(B) THRIFT PLAN OF ANCHORAGE NEIGHBORHOOD HEALTH CENTER, INC.

Name: ANCHORAGE NEIGHBORHOOD HEALTH CENTER, INC. - 403(B) THRIFT PLAN OF ANCHORAGE NEIGHBORHOOD HEALTH CENTER, INC. (2015) Form 5500
Creator: ANCHORAGE NEIGHBORHOOD HEALTH CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF ANCHORAGE NEIGHBORHOOD HEALTH CENTER, INC., ANCHORAGE NEIGHBORHOOD HEALTH CENTER, INC.

ANCHORAGE NEIGHBORHOOD HEALTH CENTER, INC.EIN 92-0047965Plan #001PY 2015

4951 BUSINESS PARK BLVD - ANCHORAGE, AK 99503907-743-7200anhc.orgLinkedIn51-200 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.5M

No prior year

Total participants

220

No prior year

Average account balance

$34,203

No prior year

Annual return

1.54%

No prior year

Benchmarks

See 4,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort4,452 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.40M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

355

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.

87.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.83M

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

+17.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

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
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 1920 AVENUE OF THE AMERICAS · NEW YORK, NY 10104	Directed Trustee	$2,151
MUTUAL OF AMERICA INVESTMENT CORP1+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Claims processing; Recordkeeping and ...	$934
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 64 · EIN 04-2647786	Recordkeeping Fees	$48
VOYA RETIREMENT INSURANCE & ANNUITY1+ years Filed as: RELIASTAR LIFE INSURANCE Service code 12 PO BOX 5050 · MINOT, ND 587025050	Claims processing; Recordkeeping and ...	$0

Plan features & details

Pension benefit codes2L2E2G2K2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$14 / participant

Contract admin$2K98.9%
Other / not subdivided$201.1%

% of EOY assets

0.024%

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: BDO USA, LLC
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,203

$46,360-26.2%

$147,617-76.8%

$52,331-34.6%

Participation rate

100.0%

64.9%+35.1pp

84.6%+15.4pp

68.1%+31.9pp

Annual return

1.54%

1.62%-0.1pp

61.98%-60.4pp

4.54%-3.0pp

Employer contribution / active EE

$1,347

$2,126-36.6%

$5,565-75.8%

$1,882-28.4%

Participant deferral / active EE

$4,731

$2,258+109.5%

$4,895-3.4%

$3,022+56.5%

Admin fee / account holder

$766-98.9%

$11,611-99.9%

$592-98.6%

Provider

Service type

Compensation

AXA EQUITABLE LIFE INSURANCE CO1+ years

Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN

Service code 25

1920 AVENUE OF THE AMERICAS · NEW YORK, NY 10104

Directed Trustee

$2,151

MUTUAL OF AMERICA INVESTMENT CORP1+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Claims processing; Recordkeeping and ...

$934

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 64 · EIN 04-2647786

Recordkeeping Fees

$48

VOYA RETIREMENT INSURANCE & ANNUITY1+ years

Filed as: RELIASTAR LIFE INSURANCE

Service code 12

PO BOX 5050 · MINOT, ND 587025050

Claims processing; Recordkeeping and ...

403(B) THRIFT PLAN OF ANCHORAGE NEIGHBORHOOD HEALTH CENTER, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF ANCHORAGE NEIGHBORHOOD HEALTH CENTER, INC.

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