Retirement plan

ASIAN PACIFIC HEALTH CARE VENTURE 401(K) PLAN

Name: ASIAN PACIFIC HEALTH CARE VENTURE - ASIAN PACIFIC HEALTH CARE VENTURE 401(K) PLAN (2016) Form 5500
Creator: ASIAN PACIFIC HEALTH CARE VENTURE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASIAN PACIFIC HEALTH CARE VENTURE 401(K) PLAN, ASIAN PACIFIC HEALTH CARE VENTURE

ASIAN PACIFIC HEALTH CARE VENTUREEIN 95-4177752Plan #001PY 2016

4216 FOUNTAIN AVE - LOS ANGELES, CA 90029323-644-3880aphcv.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsLow returnsCorrective distributions

How to read this page

Total assets (EOY)

$5.4M

+3.3% from 2015

Total participants

221

+10.0% from 2015

Average account balance

$24,741

-5.2% from 2015

Annual return

4.29%

+3.39 pp from 2015

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.95M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

326

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.

91.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.25M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+19.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24

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 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Service code 37 · EIN 04-2647786	Loan Processing	$1,975

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$2K

$14 / participant

Investment mgmt$1798.3%
Other / not subdivided$2K91.7%

% of EOY assets

0.040%

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: PAT SPAFFORD
Auditor EIN: 463131594
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,741

$46,732-47.1%

$156,551-84.2%

$55,167-55.2%

Participation rate

98.7%

65.8%+32.9pp

84.0%+14.7pp

69.0%+29.7pp

Annual return

4.29%

17.72%-13.4pp

32.23%-27.9pp

169.23%-164.9pp

Employer contribution / active EE

$965

$2,105-54.1%

$5,501-82.5%

$1,963-50.8%

Participant deferral / active EE

$2,420

$2,204+9.8%

$4,871-50.3%

$3,054-20.8%

Admin fee / account holder

$10

$418-97.6%

$13,028-99.9%

$504-98.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Service code 37 · EIN 04-2647786

Loan Processing

$1,975

ASIAN PACIFIC HEALTH CARE VENTURE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASIAN PACIFIC HEALTH CARE VENTURE 401(K) 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