Retirement plan

WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX DEFERRED RETIREMENT PLAN

Name: WASHINGTON REGIONAL TRANSPLANT COMMUNITY - WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX DEFERRED RETIREMENT PLAN (2021) 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 2021

3190 FAIRVIEW PARK DRIVE, SUITE 700 - FALLS CHURCH, VA 22042703-342-0215beadonor.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh feesHigh cash

How to read this page

Total assets (EOY)

$18M

+14.7% from 2020

Total participants

127

+5.0% from 2020

Average account balance

$147,943

+11.9% from 2020

Annual return

14.71%

+0.65 pp from 2020

Benchmarks

See 18,803 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,803 peers

Snapshot2021

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

Top 2 by compensation

Provider	Service type	Compensation
LPL FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 26 1200 N. HERDON STREET · ARLINGTON, VA 22201	Advisory (Participants)	$34,974
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969	Contract Administrator	$23,391

Plan features & details

Pension benefit codes2F2G2L2M2S3D3F

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.
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.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$58K

$712 / participant

Investment mgmt$35K59.9%
Contract admin$23K40.1%

% of EOY assets

0.323%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: JM&M
Auditor EIN: 521853933
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$147,943

$95,415+55.1%

$185,851-20.4%

$85,851+72.3%

Participation rate

93.9%

68.8%+25.1pp

81.7%+12.2pp

69.3%+24.6pp

Annual return

14.71%

23.59%-8.9pp

122.11%-107.4pp

318.63%-303.9pp

Employer contribution / active EE

$6,833

$3,314+106.2%

$5,168+32.2%

$2,565+166.3%

Participant deferral / active EE

$7,995

$3,424+133.5%

$5,569+43.6%

$3,952+102.3%

Admin fee / account holder

$478

$7,215-93.4%

$16,245-97.1%

$6,261-92.4%

Provider

Service type

Compensation

LPL FINANCIAL3 years

Filed as: LPL FINANCIAL, LLC

Service code 26

1200 N. HERDON STREET · ARLINGTON, VA 22201

Advisory (Participants)

$34,974

NEWPORT GROUP, INC.3 years

Service code 13 · EIN 27-2037969

Contract Administrator

$23,391

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