Retirement plan

BLOOD BANK OF ALASKA 401(K) PLAN & TRUST

Name: BLOOD BANK OF ALASKA - BLOOD BANK OF ALASKA 401(K) PLAN & TRUST (2017) Form 5500
Creator: BLOOD BANK OF ALASKA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLOOD BANK OF ALASKA 401(K) PLAN & TRUST, BLOOD BANK OF ALASKA

BLOOD BANK OF ALASKAEIN 92-6002175Plan #002PY 2017

1215 AIRPORT HEIGHTS DR. - ANCHORAGE, AK 99508907-222-5676bloodbankofalaska.orgLinkedIn51-200 employeespharmaceuticals

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$3.1M

+4.5% from 2016

Total participants

101

-16.5% from 2016

Average account balance

$38,854

+29.6% from 2016

Annual return

10.57%

-0.44 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.88M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

104.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$291K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12671

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

Top 1 by compensation

Provider	Service type	Compensation
VALIC RETIREMENT SERVICES COMPANY2 years Filed as: VARIABLE ANNUITY LIFE INSURUANCE CO Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019	Advisory (Participants)	$1,235

Plan features & details

Pension benefit codes2E2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$18 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.040%

all-in expense ratio

Categories reported

0 / 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: SWALLING & ASSOCIATES, P.C.
Auditor EIN: 920138439
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$38,854

$84,236-53.9%

$170,435-77.2%

$70,126-44.6%

Participation rate

67.6%

70.8%-3.2pp

83.6%-16.0pp

69.5%-1.9pp

Annual return

10.57%

23.06%-12.5pp

205.94%-195.4pp

73.15%-62.6pp

Employer contribution / active EE

$1,335

$3,387-60.6%

$5,432-75.4%

$2,343-43.0%

Participant deferral / active EE

$3,131

$3,086+1.5%

$4,939-36.6%

$3,332-6.0%

Admin fee / account holder

$16

$5,698-99.7%

$13,881-99.9%

$4,645-99.7%

Provider

Service type

Compensation

VALIC RETIREMENT SERVICES COMPANY2 years

Filed as: VARIABLE ANNUITY LIFE INSURUANCE CO

Service code 26 · EIN 74-1625348

2929 ALLEN PARKWAY · HOUSTON, TX 77019

Advisory (Participants)

$1,235

BLOOD BANK OF ALASKA 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLOOD BANK OF ALASKA 401(K) PLAN & TRUST

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