Retirement plan

NORTHWEST COMMUNITY HEALTH CARE RETIREMENT PLAN

Name: NORTHWEST COMMUNITY HEALTH CARE - NORTHWEST COMMUNITY HEALTH CARE RETIREMENT PLAN (2017) Form 5500
Creator: NORTHWEST COMMUNITY HEALTH CARE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHWEST COMMUNITY HEALTH CARE RETIREMENT PLAN, NORTHWEST COMMUNITY HEALTH CARE

NORTHWEST COMMUNITY HEALTH CAREEIN 05-0258811Plan #001PY 2017

P.O. BOX 312 - PASCOAG, RI 028590312401-567-0800LinkedIn1-10 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.6M

+30.8% from 2016

Total participants

145

+8.2% from 2016

Average account balance

$33,265

+22.2% from 2016

Annual return

15.95%

+17.21 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.30M

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

196

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.50M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$474

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 3 by compensation

Provider	Service type	Compensation
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Contract Administrator	$30,248
EPIC RETIREMENT PLAN SERVICES1 year Filed as: CORNERSTONE RETIREMENT PLAN ADMIN Service code 13 · EIN 27-1207016 931 JEFFERSON BLVD · WARWICK, RI 02886	Contract Administrator	$1,475
LPL FINANCIAL1 year Service code 27 4707 EXECUTIVE DR · SAN DIEGO, CA 92121	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2L2H2K3D

Plan features

2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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.

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: ALEXANDER,ARONSON,FINNING & CO. P.C
Auditor EIN: 042571780
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,265

$55,453-40.0%

$170,435-80.5%

$62,293-46.6%

Participation rate

94.5%

66.4%+28.1pp

83.6%+10.9pp

69.5%+25.0pp

Annual return

15.95%

21.38%-5.4pp

205.94%-190.0pp

28.90%-12.9pp

Employer contribution / active EE

$508

$2,164-76.5%

$5,432-90.7%

$2,042-75.1%

Participant deferral / active EE

$4,091

$2,303+77.7%

$4,939-17.2%

$3,169+29.1%

Admin fee / account holder

$455-100.0%

$13,881-100.0%

$479-100.0%

Provider

Service type

Compensation

NATIONWIDE1 year

Service code 13

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Contract Administrator

$30,248

EPIC RETIREMENT PLAN SERVICES1 year

Filed as: CORNERSTONE RETIREMENT PLAN ADMIN

Service code 13 · EIN 27-1207016

931 JEFFERSON BLVD · WARWICK, RI 02886

Contract Administrator

$1,475

LPL FINANCIAL1 year

Service code 27

4707 EXECUTIVE DR · SAN DIEGO, CA 92121

Advisory (Plan)

NORTHWEST COMMUNITY HEALTH CARE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NORTHWEST COMMUNITY HEALTH CARE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion