Retirement plan

WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN

Name: WASHINGTON REGIONAL TRANSPLANT COMMUNITY - WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN (2016) Form 5500
Creator: WASHINGTON REGIONAL TRANSPLANT COMMUNITY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN, WASHINGTON REGIONAL TRANSPLANT COMMUNITY

WASHINGTON REGIONAL TRANSPLANT COMMUNITYEIN 52-1528461Plan #002PY 2016

3190 FAIRVIEW PARK DRIVE, SUITE 700 - FALLS CHURCH, VA 22042703-342-0207beadonor.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$9.6M

+17.1% from 2015

Total participants

110

+3.8% from 2015

Average account balance

$96,095

+12.4% from 2015

Annual return

12.12%

+13.71 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$95

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+2.47%

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

0 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 codes2M2T2G2L2S

Plan features

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$447K

$5389 / participant

Other / not subdivided$447K100.0%

% of EOY assets

4.655%

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

$96,095

$77,638+23.8%

$156,551-38.6%

$62,881+52.8%

Participation rate

88.0%

71.2%+16.8pp

84.0%+3.9pp

69.3%+18.6pp

Annual return

12.12%

50.33%-38.2pp

32.23%-20.1pp

20.14%-8.0pp

Employer contribution / active EE

$4,829

$3,444+40.2%

$5,501-12.2%

$2,281+111.7%

Participant deferral / active EE

$5,242

$3,046+72.1%

$4,871+7.6%

$3,203+63.7%

Admin fee / account holder

$4,473

$5,561-19.6%

$13,028-65.7%

$4,296+4.1%

WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED 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