Retirement plan

403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC.

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

NATIVE AMERICAN COMMUNITY HEALTH CE NTER, INC.EIN 94-2540194Plan #001PY 2015

4041 N CENTRAL AVE BLDG C - PHOENIX, AZ 85012602-279-5262nachci.comLinkedIn1-10 employees

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.5M

No prior year

Total participants

128

No prior year

Average account balance

$19,783

No prior year

Annual return

3.29%

No prior year

Benchmarks

See 6,735 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort6,735 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.80M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

226

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.

60.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$645K

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

+18.28%

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

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 codes2F2G2L

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

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

$139K

$1564 / participant

Other / not subdivided$139K100.0%

% of EOY assets

5.498%

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

$19,783

$45,152-56.2%

$73,835-73.2%

$59,633-66.8%

Participation rate

100.0%

64.0%+36.0pp

73.4%+26.6pp

68.7%+31.3pp

Annual return

3.29%

27.40%-24.1pp

2268.13%-2264.8pp

2041.40%-2038.1pp

Employer contribution / active EE

$1,379

$1,901-27.5%

$2,788-50.5%

$2,203-37.4%

Participant deferral / active EE

$2,724

$2,573+5.9%

$3,583-24.0%

$3,192-14.7%

Admin fee / account holder

$1,088

$3,515-69.1%

$4,880-77.7%

$4,297-74.7%

403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY 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