Retirement plan

VIRGINIA HOSPITAL CENTER 403(B) PLAN

Name: VIRGINIA HOSPITAL CENTER - ARLINGTON - VIRGINIA HOSPITAL CENTER 403(B) PLAN (2020) Form 5500
Creator: VIRGINIA HOSPITAL CENTER - ARLINGTON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VIRGINIA HOSPITAL CENTER 403(B) PLAN, VIRGINIA HOSPITAL CENTER - ARLINGTON

VIRGINIA HOSPITAL CENTER - ARLINGTONEIN 54-0505989Plan #001PY 2020

1701 N. GEORGE MASON DRIVE - ARLINGTON, VA 22205703-558-6572LinkedIn1001-5000 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$240.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$56.4M

-12.4% from 2016

Total participants

376

-0.7% from 2016

Average account balance

$186,206

-8.5% from 2016

Annual return

14.68%

-7.15 pp from 2016

Benchmarks

See 3,871 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,871 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$108.89M

Not enough data

1 years with asset history on file

Average account balance

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

$190K

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.

573

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.

76.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15.19M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+14.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$141

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 2 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$38,843
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES LLC Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694	Consulting	$6,255

Plan features & details

Pension benefit codes2G2K2M2T

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$46K

$154 / participant

Other / not subdivided$46K100.0%

% of EOY assets

0.081%

all-in expense ratio

Categories reported

0 / 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: DIXON HUGHES GOODMAN LLP
Auditor EIN: 560747981
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$186,206

$52,303+256.0%

$178,510+4.3%

$73,415+153.6%

Participation rate

75.3%

65.3%+10.0pp

81.9%-6.6pp

72.2%+3.2pp

Annual return

14.68%

34.76%-20.1pp

151.13%-136.4pp

59.30%-44.6pp

Employer contribution / active EE

$8,247

$1,737+374.9%

$5,011+64.6%

$2,234+269.2%

Participant deferral / active EE

$13,877

$2,334+494.6%

$5,202+166.7%

$3,806+264.6%

Admin fee / account holder

$151

$127+18.3%

$13,988-98.9%

$158-4.6%

Provider

Service type

Compensation

T ROWE PRICE RPS INC3 years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$38,843

AON CONSULTING1 year

Filed as: AON HEWITT ASSOCIATES LLC

Service code 16

P. O. BOX 95135 · CHICAGO, IL 60694

Consulting

$6,255

VIRGINIA HOSPITAL CENTER 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VIRGINIA HOSPITAL CENTER 403(B) 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