Retirement plan

COMMUNITY HEALTH OF CENTRAL WASHINGTON 401(K) PROFIT SHARING PLAN

Name: COMMUNITY HEALTH OF CENTRAL WASHINGTON - COMMUNITY HEALTH OF CENTRAL WASHINGTON 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: COMMUNITY HEALTH OF CENTRAL WASHINGTON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY HEALTH OF CENTRAL WASHINGTON 401(K) PROFIT SHARING PLAN, COMMUNITY HEALTH OF CENTRAL WASHINGTON

COMMUNITY HEALTH OF CENTRAL WASHINGTONEIN 57-1140982Plan #003PY 2018

501 S. 5TH AVENUE - YAKIMA, WA 98902509-452-4520chcw.orgLinkedIn201-500 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$16M

+16.2% from 2017

Total participants

421

+10.5% from 2017

Average account balance

$45,308

+4.4% from 2017

Annual return

11.70%

-8.57 pp from 2017

Benchmarks

See 3,850 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,850 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29.48M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

461

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.

77.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.90M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$292

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
NORTHWEST PLAN SERVICES, INC.3+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, STE 200 · SEATTLE, WA 98136	Recordkeeping	$60,992
RBC WEALTH MANAGEMENT3+ years Service code 26 1918 8TH AVE STE 3600 · SEATTLE, WA 981011214	Advisory (Participants)	$30,208
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 P.O. BOX 17748 · DENVER, CO 802170748	Securities Custodian	$4,703

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$96K

$303 / participant

Investment mgmt$30K31.5%
Contract admin$61K63.6%
Other / not subdivided$5K4.9%

% of EOY assets

0.598%

all-in expense ratio

Categories reported

2 / 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: ALEGRIA & COMPANY, PS
Auditor EIN: 910856953
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,308

$37,196+21.8%

$154,108-70.6%

$55,725-18.7%

Participation rate

78.9%

64.1%+14.8pp

83.0%-4.2pp

70.9%+8.0pp

Annual return

11.70%

1319.68%-1308.0pp

735.21%-723.5pp

244.93%-233.2pp

Employer contribution / active EE

$2,866

$1,614+77.6%

$5,298-45.9%

$2,078+37.9%

Participant deferral / active EE

$3,086

$2,068+49.2%

$5,081-39.3%

$3,356-8.0%

Admin fee / account holder

$271

$102+166.7%

$13,411-98.0%

$115+135.2%

Provider

Service type

Compensation

NORTHWEST PLAN SERVICES, INC.3+ years

Service code 15 · EIN 91-2090931

5446 CALIFORNIA AVE SW, STE 200 · SEATTLE, WA 98136

Recordkeeping

$60,992

RBC WEALTH MANAGEMENT3+ years

Service code 26

1918 8TH AVE STE 3600 · SEATTLE, WA 981011214

Advisory (Participants)

$30,208

TD AMERITRADE, INC.3+ years

Filed as: TD AMERITRADE TRUST COMPANY

Service code 19 · EIN 20-0937408

P.O. BOX 17748 · DENVER, CO 802170748

Securities Custodian

$4,703

COMMUNITY HEALTH OF CENTRAL WASHINGTON 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY HEALTH OF CENTRAL WASHINGTON 401(K) PROFIT SHARING 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