Retirement plan

ANCHORAGE WOMEN'S CLINIC 401(K) RETIREMENT PLAN

Name: ANCHORAGE WOMEN'S CLINIC AT PROVIDENCE, LLC - ANCHORAGE WOMEN'S CLINIC 401(K) RETIREMENT PLAN (2021) Form 5500
Creator: ANCHORAGE WOMEN'S CLINIC AT PROVIDENCE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANCHORAGE WOMEN'S CLINIC 401(K) RETIREMENT PLAN, ANCHORAGE WOMEN'S CLINIC AT PROVIDENCE, LLC

ANCHORAGE WOMEN'S CLINIC AT PROVIDENCE, LLCEIN 92-0155643Plan #001PY 2021

3260 PROVIDENCE DRIVE, SUITE 425 - ANCHORAGE, AK 995084603907-561-7111anchoragewomensclinic.comLinkedIn1-10 employeeshospital & health care

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$10.2M

+19.1% from 2020

Total participants

-3.7% from 2020

Average account balance

$130,438

+23.7% from 2020

Annual return

14.85%

+1.65 pp from 2020

Benchmarks

See 18,805 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,805 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.08M

Not enough data

1 years with asset history on file

Average account balance

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

$138K

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.

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.

192.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$272K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3107

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D

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.
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$227K

$6688 / participant

Other / not subdivided$227K100.0%

% of EOY assets

2.235%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$130,438

$95,406+36.7%

$185,849-29.8%

$85,847+51.9%

Participation rate

97.1%

68.8%+28.3pp

81.7%+15.4pp

69.3%+27.7pp

Annual return

14.85%

23.59%-8.7pp

122.10%-107.2pp

318.61%-303.8pp

Employer contribution / active EE

$8,854

$3,314+167.2%

$5,169+71.3%

$2,565+245.1%

Participant deferral / active EE

$8,542

$3,424+149.5%

$5,569+53.4%

$3,952+116.1%

Admin fee / account holder

$2,915

$7,214-59.6%

$16,244-82.1%

$6,261-53.4%

ANCHORAGE WOMEN'S CLINIC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANCHORAGE WOMEN'S CLINIC 401(K) 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