Retirement plan

NEVADA HEALTH CENTERS, INC. RETIREMENT PLAN

Name: NEVADA HEALTH CENTERS INC. - NEVADA HEALTH CENTERS, INC. RETIREMENT PLAN (2019) Form 5500
Creator: NEVADA HEALTH CENTERS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEVADA HEALTH CENTERS, INC. RETIREMENT PLAN, NEVADA HEALTH CENTERS INC.

NEVADA HEALTH CENTERS INC.EIN 94-3199117Plan #002PY 2019

3325 RESEARCH WAY - CARSON CITY, NV 89706775-888-6627nvhealthcenters.orgLinkedIn201-500 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$12.1M

+27.7% from 2018

Total participants

603

+27.5% from 2018

Average account balance

$20,664

-1.7% from 2018

Annual return

21.46%

+28.03 pp from 2018

Benchmarks

See 3,878 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,878 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.00M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

623

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.

90.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.34M

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

+12.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$191

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 5 by compensation

Provider	Service type	Compensation
SWBC INVESTMENT ADVISORY SERVICES1 year Filed as: SWBC INVESTMENT ADV/JOHN P ATWILL Service code 27 900 S CAPITAL OF TEXAS · AUSTIN, TX 78746	Advisory (Plan)	$44,610
AMERICAN UNITED LIFE INSURANCE CO1 year Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846	Recordkeeping	$22,012
MCCREADY & KEENE INC.1 year Filed as: MCCREADY & KEENE INC Service code 18 · EIN 35-0500670	Direct payment from the plan; Custodi...	$21,640
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674	Distribution (12b-1) fees; Investment...	$5,403
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$71K

$165 / participant

Contract admin$71K100.0%

% of EOY assets

0.583%

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: JWT & ASSOCIATES LLP
Auditor EIN: 472718509
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,664

$62,928-67.2%

$172,752-88.0%

$67,579-69.4%

Participation rate

96.0%

64.5%+31.6pp

82.6%+13.4pp

71.3%+24.7pp

Annual return

21.46%

30.36%-8.9pp

802.97%-781.5pp

378.56%-357.1pp

Employer contribution / active EE

$916

$1,636-44.0%

$5,144-82.2%

$2,148-57.4%

Participant deferral / active EE

$2,831

$2,145+32.0%

$5,198-45.5%

$3,539-20.0%

Admin fee / account holder

$120

$167-27.7%

$13,955-99.1%

$142-15.3%

Provider

Service type

Compensation

SWBC INVESTMENT ADVISORY SERVICES1 year

Filed as: SWBC INVESTMENT ADV/JOHN P ATWILL

Service code 27

900 S CAPITAL OF TEXAS · AUSTIN, TX 78746

Advisory (Plan)

$44,610

AMERICAN UNITED LIFE INSURANCE CO1 year

Filed as: ONEAMERICA RETIREMENT SERVICES LLC

Service code 15 · EIN 46-5378846

Recordkeeping

$22,012

MCCREADY & KEENE INC.1 year

Filed as: MCCREADY & KEENE INC

Service code 18 · EIN 35-0500670

Direct payment from the plan; Custodi...

$21,640

MATRIX TRUST COMPANY2 years

Service code 18 · EIN 75-3182674

Distribution (12b-1) fees; Investment...

$5,403

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

NEVADA HEALTH CENTERS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEVADA HEALTH CENTERS, INC. 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